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

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

The data sync between docage and summit 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.