Connect Parma and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
New Relationship
New Note Added
New Deal Created
Choose an Action
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Ready to use Parma and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Relationship
Runs when new relationship
New Note Added
Runs when new note is added
New Deal Created
Runs when new deal is created
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Parma integrations.
Add Note to Contact
Create a note for 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 Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in Template To (or vice versa).
Absolutely. You can customize how Parma data is recorded in Template To. This includes choosing which data fields go into which fields of Template To, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and Template To 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 Template To. 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn More
