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

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

The data sync between formatter and waiversign 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.