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

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

The data sync between overloop and esign genie 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.