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

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

The data sync between rotessa and docugenerate 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.