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

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

The data sync between docugenerate and nextiva 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.