Connect Parma and quickfile to Build Intelligent Automations

Choose a Trigger

Parma

When this happens...

Choose an Action

quickfile

Automatically do this!

Enable Integrations or automations with these events of Parma and quickfile

Enable Integrations or automations with these events of Parma and quickfile

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 quickfile?

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

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

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

How often does the data sync between Parma and quickfile?

The data sync between Parma and quickfile 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 quickfile?

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 quickfile?

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

About quickfile

UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

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