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

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

The data sync between cassidy and baton 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.