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

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

The data sync between smartdialog and docketwise 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.