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

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

The data sync between docketmanager and palmhr 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.