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

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

The data sync between smartrmail and Digital Practice 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.