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

Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
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 new events are created.
Triggers when the new thread is created.
Triggers when a user joins a group
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 Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Heartbeat (or vice versa).
Absolutely. You can customize how Parma data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Heartbeat 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 Heartbeat. 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 MoreHeartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn More