Connect Parma and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
New Note Added
New Deal Created
Choose an Action
Automatically do this!
List All Sources
Search Articles
Ready to use Parma and finlight automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Relationship
Runs when new relationship
New Note Added
Runs when new note is added
New Deal Created
Runs when new deal is created
New Article Arrives
Runs when new article arrives
Do thisActions
Action is the task that follows automatically within your Parma integrations.
Add Note to Contact
Create a note for 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 finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in finlight (or vice versa).
Absolutely. You can customize how Parma data is recorded in finlight. This includes choosing which data fields go into which fields of finlight, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and finlight 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 finlight. 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 finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
Learn More
