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

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

The data sync between dmsales and Revv Documents 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.