Parma for your voice agent

Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships. It streamlines your networking, contact tracking, and follow-ups in one place.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Parma and paste it on a secure page in Connected apps.
What it reads
15 actions, such as get Pipeline, get Relationship and get Stage.
What it changes
8 actions, such as add Relationship to Group, create Note and create Relationship.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 23. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Parma actions

Reads 15

  • Get Pipeline
  • Get Relationship
  • Get Stage
  • Get User by ID
  • Get User Profile
  • List Deals
  • List Groups
  • List Notes
  • List Pipelines
  • List Relationship Groups
  • List Relationship Notes
  • List Relationships
  • List Stages
  • List Users
  • List Parma CKAN datasets

Changes 6

  • Add Relationship to Group
  • Create Note
  • Create Relationship
  • Get data.json metadata
  • Update Note
  • Update Relationship

Deletes 2

  • Delete Relationship
  • Remove Relationship From Group

Parma setup

  1. Pasting a Parma API key

    Create an API key in Parma, choose Parma in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 23 actions the agent may use. Start with lookups and add the ones that change Parma when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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