Connect Parma and Preview (Mac) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
New Note Added
New Deal Created
Choose an Action
Automatically do this!
- Request a new Action for Preview (Mac)
Enable Integrations or automations with these events of Parma and Preview (Mac)
Enable Integrations or automations with these events of Parma and Preview (Mac)
Triggers
New Relationship
Runs when new relationship
New Note Added
Trigger when new note is added
New Deal Created
Triggers when a new deal is created
Actions
Add Note to Contact
Add a note to a contact
Create Relationship
Add a person or company
Get Relationship Details
Get relationship details
Delete Relationship
Delete a relationship
List Deals
List all deals in Parma
List Groups
See all groups in your account
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Frequently Asked Questions
To start, connect both your Parma and Preview (Mac) accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Preview (Mac) (or vice versa).
Absolutely. You can customize how Parma data is recorded in Preview (Mac). This includes choosing which data fields go into which fields of Preview (Mac), setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Preview (Mac) 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 Preview (Mac). 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 Preview (Mac)
Preview is a versatile application for macOS users, designed to view and edit PDF files and images. It offers a range of features including annotation, document merging, and image editing, making it an essential tool for productivity and document management on Mac devices.
Learn More
