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

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

The data sync between docsfold and insurgo 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.