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

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

The data sync between sharebuilders and cassidy 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.