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

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

The data sync between iconpractice and Bydesign Workspace 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.