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

Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
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 fundraising campaign is created.
Triggers when a profile is created within a fundraising campaign.
Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
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 Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Raisely (or vice versa).
Absolutely. You can customize how Parma data is recorded in Raisely. This includes choosing which data fields go into which fields of Raisely, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Raisely 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 Raisely. 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 MoreRaisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
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