
When this happens...

Automatically do this!
List Groups
List Relationships
Create Note
Create Relationship
Get Relationship
List deals
List groups
List notes
List pipelines
List relationships
List Relationship Groups
List Relationship Notes
List Stages
List users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new relationship is created
Action is the task that follows automatically within your Pipl.ai integrations.
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Creates a new campaign under a specified workspace.
Retrieve a list of campaigns for a specific workspace.
Get campaign status
Get a list of email accounts associated to the campaign
This action allows users to set a new name for their campaign.

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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 Pipl.ai and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipl.ai triggers actions in Parma (or vice versa).
Absolutely. You can customize how Pipl.ai data is recorded in Parma. This includes choosing which data fields go into which fields of Parma, setting up custom formats, and filtering out unwanted information.
The data sync between Pipl.ai and Parma 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 Pipl.ai and Parma. 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.
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
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