
When this happens...

Automatically do this!
Comment on a Parallel
Tag a Parallel
Create Parallel
Rename Parallel
Find Parallel
Delete Parallel
Rename Template
Close Parallel
Reopen Parallel
Get a Parallel
Get a Template
Get a Contact
Untag a Parallel
Associate a Profile
Disassociate a Profile
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new parallels is created.
Triggers when new parallels or petition is completed.
Triggers when new comment posted .
Triggers when a comment is deleted .
when a user sends a message or reply inside a Parallel form or conversation.
Triggers when new profile is created.
Action is the task that follows automatically within your Intercorp BAS integrations.
Retrieve client records filtered by client code, creation/modified date range, and active status.
Retrieve client profiles.
Send a comment or a note within a parallel.
Tag a parallel with specified tag.
Creates a parallel.
Rename a Parallel.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Intercorp BAS and Parallel accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in Parallel (or vice versa).
Absolutely. You can customize how Intercorp BAS data is recorded in Parallel. This includes choosing which data fields go into which fields of Parallel, setting up custom formats, and filtering out unwanted information.
The data sync between Intercorp BAS and Parallel 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 Intercorp BAS and Parallel. 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.
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
Learn MoreParallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
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