Connect Parma and Acorns to Build Intelligent Automations

Choose a Trigger

Parma

When this happens...

Choose an Action

Acorns

Automatically do this!

Enable Integrations or automations with these events of Parma and Acorns

Enable Integrations or automations with these events of Parma and Acorns

Triggers

New Relationship

New Relationship

Triggers when a new relationship is created

Request a new Trigger for Parma

Actions

List Groups

List Groups

Lists all existing groups

List Relationships

List Relationships

Lists all existing Relationships

Create Note

Create Note

Create note in a relationship

Create Relationship

Create Relationship

Creates a relationship

Get Relationship

Get Relationship

Get details of a Relationship

List deals

List deals

List all deals in the Parma account

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Frequently Asked Questions

How do I start an integration between Parma and Acorns?

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

Can we customize how data from Parma is recorded in Acorns?

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

How often does the data sync between Parma and Acorns?

The data sync between Parma and Acorns typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Parma to Acorns?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Parma and Acorns?

Yes, you can set conditional logic to control the flow of data between Parma and Acorns. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Parma

About Parma

Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.

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Acorns

About Acorns

Acorns is a micro-investing platform that allows users to invest spare change from everyday purchases into diversified portfolios. It simplifies the investment process by rounding up transactions and automatically investing the difference, making it easy for anyone to start investing with minimal effort.

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