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

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

The data sync between easydoc and clientify 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.