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

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

The data sync between ideality and secure-doc-manager 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.