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

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

The data sync between workbooks and lob 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.