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

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

The data sync between docsgenflow and dplyr 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.