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

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

The data sync between salesviewer and doc variables 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.