
When this happens...
New Relationship

Automatically do this!
Generate Document
Delete Document
Find Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new relationship is created
Triggered when a new PDF document is successfully generated.
Action is the task that follows automatically within your Parma integrations.
Lists all existing groups
Lists all existing Relationships
Create note in a relationship
Creates a relationship
Get details of a Relationship
List all deals in the Parma account

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Parma and PDFMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in PDFMonkey (or vice versa).
Absolutely. You can customize how Parma data is recorded in PDFMonkey. This includes choosing which data fields go into which fields of PDFMonkey, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and PDFMonkey 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 PDFMonkey. 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 MorePDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.
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