Connect Parma and Clientjoy to Build Intelligent Automations

Choose a Trigger

Parma

When this happens...

Choose an Action

Clientjoy

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Relationship

New Relationship

Runs when new relationship

New Note Added

New Note Added

Runs when new note is added

New Deal Created

New Deal Created

Runs when new deal is created

New Invoice is created ON HOLD

New Invoice is created ON HOLD

Triggers when a new invoice in created.

New Customer is added

New Customer is added

Triggers when a new customer is added.

New Lead is Created

New Lead is Created

Triggers when a new lead is added

Do thisActions

Action is the task that follows automatically within your Parma integrations.

Add Note to Contact

Add Note to Contact

Create a note for a contact

Create Relationship

Create Relationship

Add a person or company

Get Relationship Details

Get Relationship Details

Get relationship details

Delete Relationship

Delete Relationship

Delete a relationship

List Deals

List Deals

List all deals in Parma

List Groups

List Groups

See all groups in your account

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Frequently Asked Questions

How do I start an integration between Parma and Clientjoy?

To start, connect both your Parma and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Clientjoy (or vice versa).

Can we customize how data from Parma is recorded in Clientjoy?

Absolutely. You can customize how Parma data is recorded in Clientjoy. This includes choosing which data fields go into which fields of Clientjoy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Parma and Clientjoy?

The data sync between Parma and Clientjoy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Parma to Clientjoy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Parma and Clientjoy?

Yes, you can set conditional logic to control the flow of data between Parma and Clientjoy. 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.

Parma

About Parma

Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.

Learn More
Clientjoy

About Clientjoy

Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.

Learn More