Connect Way We Do and Parma
Integrate Way We Do with Parma to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Way We Do + Parma flows
Start from a real workflow other teams are already running.
Choose a trigger
Way We Do
When this happens...
New Comment
Checklist Started
Checklist Step Completed
Procedure Accepted
Supervisor SignOff Invite
Checklist Finished
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
Add Note to Contact in Parma when New Comment in Way We Do
Use this flowCreate Relationship in Parma when New Comment in Way We Do
Use this flowGet Relationship Details from Parma when New Comment in Way We Do
Use this flowDelete Relationship in Parma when New Comment in Way We Do
Use this flowList Deals from Parma when New Comment in Way We Do
Use this flowList Groups from Parma when New Comment in Way We Do
Use this flowList All Notes from Parma when New Comment in Way We Do
Use this flowList All Pipelines from Parma when New Comment in Way We Do
Use this flowList Relationships from Parma when New Comment in Way We Do
Use this flowList Relationship Groups from Parma when New Comment in Way We Do
Use this flowSupported Triggers & Actions
Everything you can automate between Way We Do and Parma.
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
Action is the task that follows automatically within your Way We Do integrations.
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
Start Checklist Instance
Starts a checklist instance for a user.
Find a Checklist by Title
Search for a checklist by title.
Find a Checklist Instance by ID
Search for a checklist instance by ID.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
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 Way We Do 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 Way We Do 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 Way We Do triggers actions in Parma, and a separate workflow where Parma triggers actions in Way We Do. 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 Way We Do and Parma. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Way We Do 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.
