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

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

The data sync between salesrabbit and documate 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.