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

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

The data sync between documently and chatmasters 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.