
When this happens...
New Account

Automatically do this!
Add Note to Contact
Create Relationship
Get Relationship Details
Delete Relationship
List Deals
List Groups
List Notes
List All Pipelines
List Relationships
List Relationship Groups
List Relationship Notes
List Stages
List All Users
Update Relationship
Update Note
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when you add a new account.
Runs when new relationship
Runs when new note is added
Runs when new deal is created
Action is the task that follows automatically within your Recurly integrations.
Create a new account
Update an existiing account by account code.
Create a note for a contact
Add a person or company
Get relationship details
Delete a relationship

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To start, connect both your Recurly and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in Parma (or vice versa).
Absolutely. You can customize how Recurly data is recorded in Parma. This includes choosing which data fields go into which fields of Parma, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and Parma 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 Recurly and Parma. 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.
Recurly provides a flexible and scalable subscription platform to manage the entire subscription lifecycle, including recurring billing, invoicing, and payment processing.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn More