
When this happens...
New Relationship
New Note Added
New Deal Created

Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new relationship
Runs when new note is added
Runs when new deal is created
Action is the task that follows automatically within your Parma integrations.
Create a note for a contact
Add a person or company
Get relationship details
Delete a relationship
List all deals in Parma
See all groups in your account

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To start, connect both your Parma and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Parma data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and DocuMocu 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 DocuMocu. 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 MoreDocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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