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

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

The data sync between opencrm and doxi 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.