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

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

The data sync between docscloud and simple-crm 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.