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

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

The data sync between cassidy and toket 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.