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

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

The data sync between zefort and case status 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.