Connect Formitize and Parma to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formitize
Choose an Action
Automatically do this!
Create Note
Create Relationship
Get Relationship
List Deals
List Groups
List relationships
List Relationship Groups
List Relationship Notes
List Stages
Ready to use Formitize 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 Formitize integrations.
Create a Job
Create's a job in Formitize.
Create Note
Create note in a relationship
Create Relationship
Creates a relationship
Get Relationship
Get details of a Relationship
List Deals
List all deals in the Parma account
List Groups
List all groups in the Parma account
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Frequently Asked Questions
To start, connect both your Formitize and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Formitize triggers actions in Parma (or vice versa).
Absolutely. You can customize how Formitize 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 Formitize 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 Formitize 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 Formitize
Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.
Learn MoreAbout Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn More
