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

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

The data sync between cassidy and Rocket Agents 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.