Connect jusnote and workbooks to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between jusnote and workbooks?

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

Can we customize how data from jusnote is recorded in workbooks?

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

How often does the data sync between jusnote and workbooks?

The data sync between jusnote and workbooks 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 jusnote to workbooks?

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 jusnote and workbooks?

Yes, you can set conditional logic to control the flow of data between jusnote and workbooks. 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.

jusnote

About jusnote

Jusnote is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices and reports.

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workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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