Create integrations between Parma and MyDocSafe
Create a Folder in Mydocsafe when New Relationship in Parma
Create a Portal in Mydocsafe when New Relationship in Parma
Create a Portal Group in Mydocsafe when New Relationship in Parma
List Groups in Parma when Document is Signed in Mydocsafe
List Relationships in Parma when Document is Signed in Mydocsafe
Create Note in Parma when Document is Signed in Mydocsafe
Create Relationship in Parma when Document is Signed in Mydocsafe
Get Relationship in Parma when Document is Signed in Mydocsafe
List Groups in Parma when Form is submitted in Mydocsafe
List Relationships in Parma when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
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
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
Create a Folder
Create Folder in a specific parent folder
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Frequently Asked Questions
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.
Learn More
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