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

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

The data sync between exly and cocosign 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.