Connect Platoforms and Parma
Integrate Platoforms with Parma to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Platoforms + Parma flows
Start from a real workflow other teams are already running.
Choose a trigger
Platoforms
When this happens...
Form Created
Choose an action
Parma
Automatically do this!
Add Note to Contact
Create Relationship
Get Relationship Details
Delete Relationship
List Deals
List Groups
List All Notes
List All Pipelines
List Relationships
List Relationship Groups
List Relationship Notes
List Stages
List All Users
Update Relationship
Update Note
Add Relationship to Group
Remove Relationship From Group
Search Form in Platoforms when New Relationship in Parma
Use this flowSearch Form in Platoforms when New Note Added in Parma
Use this flowSearch Form in Platoforms when New Deal Created in Parma
Use this flowAdd Note to Contact in Parma when Form Created in Platoforms
Use this flowCreate Relationship in Parma when Form Created in Platoforms
Use this flowGet Relationship Details from Parma when Form Created in Platoforms
Use this flowDelete Relationship in Parma when Form Created in Platoforms
Use this flowList Deals from Parma when Form Created in Platoforms
Use this flowList Groups from Parma when Form Created in Platoforms
Use this flowList All Notes from Parma when Form Created in Platoforms
Use this flowSupported Triggers & Actions
Everything you can automate between Platoforms and Parma.
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
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
Do thisActions
Action is the task that follows automatically within your Platoforms integrations.
Search Form
Find the details of a form by its id.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
Learn more
About Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Platoforms and Parma accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Platoforms and Parma as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Parma. No coding required.
Yes. You can set up a workflow where Platoforms triggers actions in Parma, and a separate workflow where Parma triggers actions in Platoforms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Platoforms and Parma. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Platoforms and Parma integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
