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

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

The data sync between docscloud and playbookbuilder 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.