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

Absolutely. You can customize how responsesuite 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.

The data sync between responsesuite and casebook 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.