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

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

The data sync between salesmix and culverdocs 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.