IntegrationsParmabrightmanager
Parma + brightmanager

Connect Parma and brightmanager to Build Intelligent Automations

Choose a Trigger

Parma

When this happens...

Choose an Action

brightmanager

Automatically do this!

Enable Integrations or automations with these events of Parma and brightmanager

Enable Integrations or automations with these events of Parma and brightmanager

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 brightmanager?

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

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

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

How often does the data sync between Parma and brightmanager?

The data sync between Parma and brightmanager 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 brightmanager?

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 brightmanager?

Yes, you can set conditional logic to control the flow of data between Parma and brightmanager. 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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brightmanager

About brightmanager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

Learn More