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

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

The data sync between userengage and docupilot 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.