To start, connect both your customerlabs and documenso accounts to viaSocket. Once connected, you can set up a workflow where an event in customerlabs triggers actions in documenso (or vice versa).

Absolutely. You can customize how customerlabs data is recorded in documenso. This includes choosing which data fields go into which fields of documenso, setting up custom formats, and filtering out unwanted information.

The data sync between customerlabs and documenso typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.