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

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

The data sync between documentero and notyfile 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.