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

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

The data sync between dispatch and docsfold 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.