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

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

The data sync between documentero and leadinfo 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.