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

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

The data sync between ironclad and surefire 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.