Connect Ideanote and Parma to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ideas
Recently Updated Ideas
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ideas
Triggers when a new idea is created.
Recently Updated Ideas
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
New Relationship
Triggers when a new relationship is created
Do thisActions
Action is the task that follows automatically within your Ideanote integrations.
Create Idea
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Invite User
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
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 Ideanote and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Parma (or vice versa).
Absolutely. You can customize how Ideanote 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 Ideanote 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 Ideanote 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 Ideanote
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
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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