
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 exa.ai integrations.
Find similar links to the link provided and optionally return the contents of the pages.
Get an LLM answer to a question informed by Exa search results. Fully compatible with OpenAI's chat completions.
Lists all existing groups
Lists all existing Relationships
Create note in a relationship
Creates a relationship

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 exa.ai and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in exa.ai triggers actions in Parma (or vice versa).
Absolutely. You can customize how exa.ai 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 exa.ai 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 exa.ai 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.
Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn More