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

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

The data sync between saleshive and documently 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.