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

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

The data sync between docupost and pdf-factory 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.