When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new relationship is created
Action is the task that follows automatically within your Entera CRM integrations.
Creates a new contact in Entera CRM.
creation of new organizations within the system.
This endpoint allows you to add a new lead to the system.
This endpoint allows you to add a new contact to the system.
Lists all existing groups
Lists all existing Relationships

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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 Entera CRM and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Parma (or vice versa).
Absolutely. You can customize how Entera CRM 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 Entera CRM 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 Entera CRM 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.
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn More