
When this happens...
New Relationship
Automatically do this!
Add New Contact
Create Organization
Create Lead
Create Deal
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new relationship is created
Action is the task that follows automatically within your Parma integrations.
Create note in a relationship
Creates a relationship
Get details of a Relationship
List all deals in the Parma account
List all groups in the Parma account
List all relationships in the Parma account

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To start, connect both your Parma and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how Parma data is recorded in Entera CRM. This includes choosing which data fields go into which fields of Entera CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Entera CRM 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 Entera CRM. 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 MoreEntera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
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