
When this happens...
New Relationship

Automatically do this!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new relationship is created
Triggers when a new document is created.
Triggers when a new dataset is created.
Action is the task that follows automatically within your Parma integrations.
Lists all existing groups
Lists all existing Relationships
Create note in a relationship
Creates a relationship
Get details of a Relationship
List all deals in the Parma account

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Parma and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how Parma data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Cradl AI 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 Cradl AI. 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 is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn MoreCradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
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