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

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

The data sync between docupost and portalio 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.