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

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

The data sync between sales-innovator and docage 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.