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

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

The data sync between docugenerate and quickdesk 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.