To start, connect both your secure-doc-manager and crm4-solution accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in crm4-solution (or vice versa).

Absolutely. You can customize how secure-doc-manager data is recorded in crm4-solution. This includes choosing which data fields go into which fields of crm4-solution, setting up custom formats, and filtering out unwanted information.

The data sync between secure-doc-manager and crm4-solution 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.