Connect Parma and total-synergy 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 total-synergy
Enable Integrations or automations with these events of Parma and total-synergy
Enable Integrations or automations with these events of Parma and total-synergy
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 total-synergy accounts to viaSocket. Once connected, you can set up a workflow where an event in Parma triggers actions in total-synergy (or vice versa).
Absolutely. You can customize how Parma data is recorded in total-synergy. This includes choosing which data fields go into which fields of total-synergy, setting up custom formats, and filtering out unwanted information.
The data sync between Parma and total-synergy 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 total-synergy. 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 total-synergy
Synergy is a project and business management software solution for Architecture, Engineering and Construction (AEC) Design Businesses.
Learn More
