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

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

The data sync between documenso and birthdaybot 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.