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

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

The data sync between upilot and docscloud 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.