Connect interfaces and casebook to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between interfaces and casebook?

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

Can we customize how data from interfaces is recorded in casebook?

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

How often does the data sync between interfaces and casebook?

The data sync between interfaces and casebook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from interfaces to casebook?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between interfaces and casebook?

Yes, you can set conditional logic to control the flow of data between interfaces and casebook. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

interfaces

About interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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casebook

About casebook

Casebook is a platform for human and social services.

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