Connect Parma and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
New Note Added
New Deal Created
Choose an Action
Automatically do this!
Search Documents
Create New Page/Document
List All Pages
Get Page Text And Metadata
Create Endpoint
Create FAQ Entries
Approve or Reject FAQ
Open FAQ Details
Ready to use Parma and Docstar 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 Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
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 Docstar Integrations
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Frequently Asked Questions
To start, connect both your Parma and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Parma data is recorded in Docstar. This includes choosing which data fields go into which fields of Docstar, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Docstar 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 Docstar. 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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
Learn More
