Parma Integration — Automate Parma with AI on Beauto
Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.
Category: crm, contact management · 23 actions available
What you can automate with Parma
Beauto connects Parma with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Parma events, enrich Parma data with AI, or sync Parma with the rest of your stack — without writing code.
- Sync Parma data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Parma events and route the output anywhere
- Schedule recurring Parma tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Parma actions Beauto supports
- Add Relationship to Group — Tool to add a relationship to a group in Parma. Use when you need to associate an existing relationship with a group.
- Create Note — Tool to create a new note in the Parma account. Use when you need to add a note linked to specific relationships.
- Create Relationship — Tool to create a new relationship in Parma. Use when you need to add a new person or company to your Parma account.
- Get data.json metadata — Tool to retrieve DCAT-US 1.1 compliant metadata of all datasets. Use when you need the complete catalog JSON (data.json) from Parma’s open data portal.
- Delete Relationship — Tool to delete a relationship from Parma by its ID. Use when you need to remove an existing relationship between entities. Returns success confirmation after deletion (HTTP 204).
- Get Pipeline — Tool to retrieve a pipeline by its ID. Use when you need to fetch details about a specific pipeline.
- Get Relationship — Tool to retrieve a relationship by its unique ID. Use when you need to get detailed information about a specific relationship.
- Get Stage — Tool to retrieve a stage by its unique identifier. Use when you need to fetch details about a specific stage in a pipeline.
- Get User by ID — Tool to retrieve a user by their unique ID. Use when you need to fetch details for a specific user.
- Get User Profile — Tool to retrieve the authenticated user's profile. Use after obtaining a valid auth token to fetch current user account details.
- List Deals — Tool to retrieve all deals from the Parma account. Use when you need to list deals, filter by pagination, or get an overview of all deals in the system.
- List Groups — Tool to retrieve all groups in the Parma account. Use when you need to list groups, optionally filtered by a search query.
- List Notes — Tool to retrieve all notes from the Parma account. Use when you need to list or search through notes associated with relationships.
- List Pipelines — Tool to list all pipelines in the Parma account. Use when you need to retrieve available pipelines and their details.
- List Relationship Groups — Tool to retrieve all groups linked to a specific relationship. Use when you need to see which groups are associated with a given relationship ID.
- List Relationship Notes — Tool to list all notes linked to a relationship. Use when you need to retrieve all notes associated with a specific relationship ID.
- List Relationships — Tool to list all relationships in the Parma account. Use when you need to retrieve and filter relationships by various criteria such as name, type, or contact details.
- List Stages — Tool to retrieve all stages in the Parma account. Use when you need to list pipeline stages or check available stage configurations.
- List Users — Tool to list all users in the Parma account. Use when you need to retrieve the complete list of users with their IDs, names, and email addresses.
- List Parma CKAN datasets — Tool to retrieve all dataset identifiers from the Parma CKAN instance. Use when you need to list every available dataset ID.
- Remove Relationship From Group — Tool to remove a relationship from a group. Use when you need to dissociate a relationship from a specific relationship group. Returns success status on completion (HTTP 204).
- Update Note — Tool to update an existing note in the Parma account. Use when you need to modify the content, datetime, or relationships of a specific note.
- Update Relationship — Tool to update an existing relationship in the Parma account. Use when you need to modify relationship details such as name, description, type, or associated groups.