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

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

The data sync between reloadify and goproposal 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.