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

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

The data sync between smartfile and Better Proposals 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.