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

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

The data sync between docsgenflow and morningstar adl client onboardin 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.