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

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

The data sync between sharedocview and callsine 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.