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

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

The data sync between casebook and envialosimple 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.