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

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

The data sync between sharedocview and clevero 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.