Connect Parma and AgentX to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
New Note Added
New Deal Created
Choose an Action
Automatically do this!
Create Conversation With Agent
Start Chat And Send Message
Send Message to Conversation
List Agents
List Agent Conversations
List Workforces
Create Conversation With AI Workforce
Ready to use Parma and AgentX automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Relationship
Runs when new relationship
New Note Added
Runs when new note is added
New Deal Created
Runs when new deal is created
New Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
New Agent
Triggers when a new agent is created.
Do thisActions
Action is the task that follows automatically within your Parma integrations.
Add Note to Contact
Create a note for a contact
Create Relationship
Add a person or company
Get Relationship Details
Get relationship details
Delete Relationship
Delete a relationship
List Deals
List all deals in Parma
List Groups
See all groups in your account
Know More About Parma and Agentx Integrations
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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Frequently Asked Questions
To start, connect both your Parma and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Parma data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and AgentX 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 Parma and AgentX. 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 Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn MoreAbout AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn More
