Parma

crm 23 tools available

Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.

Connect Parma Visit Parma

About this integration

Connect Parma to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Parma's 23 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Connect Parma to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 23 exposed

Plans All, incl. Free

Data Never trained on

Parma · in workflows

What teams actually run.

Three patterns teams run with Parma on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

23 tools available

The Parma toolbox.

Every Parma capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

See it run

One prompt, start to finish.

A real prompt, the Parma tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Parma task end-to-end — plan it, execute across the API, and hand back a verified result.

parma.add_relationship_to_group Tool to add a relationship to a group in Parma. Use when you need to associate an existing

parma.create_note Tool to create a new note in the Parma account. Use when you need to add a note linked to

parma.create_relationship Tool to create a new relationship in Parma. Use when you need to add a new person or compa · verified

done

Done. Parma responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Parma

Questions, answered.

What teams ask before connecting Parma.

01 What can I automate with Parma on Definable?

Anything Parma exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 23 Parma tools directly, then chain the result into another integration without you writing code.

02 How does Parma authentication work?

Parma uses OAUTH2, API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Parma integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 23 Parma tools. You only need a separate Parma subscription if Parma itself charges per seat or per API call.

04 Is using Parma through Definable secure?

Every call from a persona to Parma is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Parma on Definable?

Sign up for Definable, open the integrations page, find Parma, and connect via OAuth or API key. You can immediately attach Parma to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Parma actions does Definable expose?

Definable exposes all 23 Parma actions as callable tools — including `Add Relationship to Group`, `Create Note`, `Create Relationship`, plus 20 more. Each tool gets a typed parameter schema so personas know exactly how to call it.