
When this happens...
New Parallel
Petition Complete
New Comment Posted
Comment Deleted
A user sent a message
Profile Created
Profile Closed
Profile Associated with Parallel
Profile Disassociated with Parallel
Profile Reopened
Message Scheduled
Profile Relationship Created
Profile Relationship Removed
Profile Updated
Template Used
Parallel Tagged
Parallel Untagged
Delete Scheduled Message
Petition Cloned
Profile Scheduled For Deletion
Signature Started
Signature Canceled
Signature Delivered
Signature Opened
Signature Completed
Signature reminder
Reply Created
Reply Updated
Reply Status Changed
Reply Deleted

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new parallels is created.
Triggers when new parallels or petition is completed.
Triggers when new comment posted .
Triggers when a comment is deleted .
when a user sends a message or reply inside a Parallel form or conversation.
Triggers when new profile is created.
Action is the task that follows automatically within your Parallel integrations.
Send a comment or a note within a parallel.
Tag a parallel with specified tag.
Creates a parallel.
Rename a Parallel.
Find an existing parallel.
Delete an existing petition.

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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 Parallel and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Parallel triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Parallel data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between Parallel and Fathom 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 Parallel and Fathom. 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.
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
Learn MoreFathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
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