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

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

The data sync between playbook and roam 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.