Connect Parma and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
New Note Added
New Deal Created
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Ready to use Parma and Reckon One 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 Invoice
Triggered when a new invoice is created in Reckon One.
New Payment
Triggered when a new payment is recorded in Reckon.
New Receipt
Triggered when a new receipt created in Reckon One.
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
Know More About Parma and Reckonone Integrations
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Frequently Asked Questions
To start, connect both your Parma and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Parma data is recorded in Reckon One . This includes choosing which data fields go into which fields of Reckon One , setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Reckon One 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 Reckon One . 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 Reckon One
Reckon One is a comprehensive accounting and bookkeeping software designed to streamline financial management for businesses of all sizes. It offers a range of features including invoicing, expense tracking, payroll management, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn More
