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

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

The data sync between SignRequest and wheelbase 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.