Connect Document360 and Parma to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
List Groups
List Relationships
Create Note
Create Relationship
Get Relationship
List deals
List groups
List notes
List pipelines
List relationships
List Relationship Groups
List Relationship Notes
List Stages
List users
Ready to use Document360 and Parma automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Relationship
Triggers when a new relationship is created
Do thisActions
Action is the task that follows automatically within your Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
List Groups
Lists all existing groups
List Relationships
Lists all existing Relationships
Create Note
Create note in a relationship
Create Relationship
Creates a relationship
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Frequently Asked Questions
To start, connect both your Document360 and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Parma (or vice versa).
Absolutely. You can customize how Document360 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 Document360 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 Document360 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.
About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout 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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