Connect Parma and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
New Note Added
New Deal Created
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Parma and CCH Axcess
Enable Integrations or automations with these events of Parma and CCH Axcess
Triggers
New Relationship
Runs when new relationship
New Note Added
Trigger when new note is added
New Deal Created
Triggers when a new deal is created
Actions
Add Note to Contact
Add a note to a contact
Create Relationship
Add a person or company
Get Relationship Details
Get relationship details
Delete Relationship
Delete a relationship
List Deals
List all deals in Parma
List Groups
See all groups in your account
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Frequently Asked Questions
To start, connect both your Parma and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Parma data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and CCH Axcess 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.
Yes, you can set conditional logic to control the flow of data between Parma and CCH Axcess. 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.
About Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn MoreAbout CCH Axcess
CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
Learn More
