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

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

The data sync between docsend and legalsite 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.