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

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

The data sync between SignRequest and certopus 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.