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Parmacrm

23 available actions

What your AI agent can do in Parma

Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get data.json metadataTool to retrieve DCAT-US 1.1 compliant metadata of all datasets.
  • Get PipelineTool to retrieve a pipeline by its ID.
  • Add Relationship to GroupTool to add a relationship to a group in Parma.
  • Create NoteTool to create a new note in the Parma account.
  • Update NoteTool to update an existing note in the Parma account.
  • Update RelationshipTool to update an existing relationship in the Parma account.

Browse all 23 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 16 actionsHide actions
  • Get data.json metadataTool to retrieve DCAT-US 1.1 compliant metadata of all datasets.
  • Get PipelineTool to retrieve a pipeline by its ID.
  • Get RelationshipTool to retrieve a relationship by its unique ID.
  • Get StageTool to retrieve a stage by its unique identifier.
  • Get User by IDTool to retrieve a user by their unique ID.
  • Get User ProfileTool to retrieve the authenticated user's profile.
  • List DealsTool to retrieve all deals from the Parma account.
  • List GroupsTool to retrieve all groups in the Parma account.
  • List NotesTool to retrieve all notes from the Parma account.
  • List PipelinesTool to list all pipelines in the Parma account.
  • List Relationship GroupsTool to retrieve all groups linked to a specific relationship.
  • List Relationship NotesTool to list all notes linked to a relationship.
  • List RelationshipsTool to list all relationships in the Parma account.
  • List StagesTool to retrieve all stages in the Parma account.
  • List UsersTool to list all users in the Parma account.
  • List Parma CKAN datasetsTool to retrieve all dataset identifiers from the Parma CKAN instance.
Create & communicateCreate records or send supported messagesView 3 actionsHide actions
  • Add Relationship to GroupTool to add a relationship to a group in Parma.
  • Create NoteTool to create a new note in the Parma account.
  • Create RelationshipTool to create a new relationship in Parma.
Update & manageChange and manage existing recordsView 2 actionsHide actions
  • Update NoteTool to update an existing note in the Parma account.
  • Update RelationshipTool to update an existing relationship in the Parma account.
Remove & cancelRemove records or cancel supported workView 2 actionsHide actions
  • Delete RelationshipTool to delete a relationship from Parma by its ID.
  • Remove Relationship From GroupTool to remove a relationship from a group.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Parma account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Parma

How does the agent connect to Parma?
You sign in with your own Parma account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Parma at any time.
What can the agent actually do in Parma?
The page above lists the 23 actions currently available through the Parma connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Parma included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Parma is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Parma to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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