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

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

The data sync between secure-doc-manager and broadly 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.