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

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

The data sync between saay and docubee 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.