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

Automatically do this!
Create Task
Update Task
Create Project
Update Project
Create Milestone
List All Members
Get User Details
Create Portfolio
Create Document
Create Status
Create Tag
Find Task
Find Projects
Find Milestones
Update Milestone or List
Find Document
Update Document
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 a new document is uploaded to a task or project.
Runs when project is created
Triggers instantly when a new message is sent
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 Nifty accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Nifty (or vice versa).
Absolutely. You can customize how Parma data is recorded in Nifty. This includes choosing which data fields go into which fields of Nifty, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Nifty 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 Nifty. 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 MoreNifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
Learn More