Connect Parma and DocuSeal to Build Intelligent Automations

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Parma

When this happens...

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DocuSeal

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Relationship

New Relationship

Triggers when a new relationship is created

New Template

New Template

Triggers when new template is created.

Update Template

Update Template

Triggers when new template is updated.

Submission Created

Submission Created

Triggers when form submission created.

Submission Completed

Submission Completed

Triggers when form submission completed.

Form Completed

Form Completed

Triggers when the form is completed.

Do thisActions

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

List Groups

List Groups

Lists all existing groups

List Relationships

List Relationships

Lists all existing Relationships

Create Note

Create Note

Create note in a relationship

Create Relationship

Create Relationship

Creates a relationship

Get Relationship

Get Relationship

Get details of a Relationship

List deals

List deals

List all deals in the Parma account

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Frequently Asked Questions

How do I start an integration between Parma and DocuSeal?

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

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

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

How often does the data sync between Parma and DocuSeal?

The data sync between Parma and DocuSeal 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 DocuSeal?

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 DocuSeal?

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

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DocuSeal

About DocuSeal

DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.

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