Connect ArcSite and Parma to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Parma

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Ready to use ArcSite and Parma automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

New Relationship

New Relationship

Runs when new relationship

New Note Added

New Note Added

Runs when new note is added

New Deal Created

New Deal Created

Runs when new deal is created

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Add Note to Contact

Add Note to Contact

Create a note for a contact

Create Relationship

Create Relationship

Add a person or company

Get Relationship Details

Get Relationship Details

Get relationship details

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Frequently Asked Questions

How do I start an integration between ArcSite and Parma?

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

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

Absolutely. You can customize how ArcSite 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.

How often does the data sync between ArcSite and Parma?

The data sync between ArcSite and Parma 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 ArcSite to Parma?

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 ArcSite and Parma?

Yes, you can set conditional logic to control the flow of data between ArcSite 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.

ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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Parma

About Parma

Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.

Learn More