Connect Email and Parma to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Email
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 Email and Parma automations
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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 Email integrations.
Send approval email
Ask someone to review or approve a step and capture their response via action buttons
List Groups
Lists all existing groups
List Relationships
Lists all existing Relationships
Create Note
Create note in a relationship
Create Relationship
Creates a relationship
Get Relationship
Get details of a Relationship
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Frequently Asked Questions
To start, connect both your Email and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Parma (or vice versa).
Absolutely. You can customize how Email 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 Email 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 Email 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 Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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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