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

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

The data sync between upscale and Formstack Documents 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.