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

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

The data sync between drips and SignRequest 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.