Connect Parma and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Parma and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Relationship
Triggers when a new relationship is created
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Parma integrations.
List Groups
Lists all existing groups
List Relationships
Lists all existing Relationships
Create Note
Create note in a relationship
Create Relationship
Creates a relationship
Get Relationship
Get details of a Relationship
List deals
List all deals in the Parma account
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Frequently Asked Questions
To start, connect both your Parma and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Parma data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and MyDocSafe 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 MyDocSafe. 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.
About Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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