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

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

The data sync between record and simplesigncalls 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.