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

Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
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
Triggers when there's a new action item from a meeting.
Triggers when there's a new Al summary from a meeting.
Triggers when there's a new meeting recording.
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 Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Parma data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Fathom 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 Fathom. 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 MoreFathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
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