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

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

The data sync between reachdesk and documents 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.