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

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

The data sync between casebook and cody 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.