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Integrate Parma with your AI CRM

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

Explore Triggers and Actions

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.

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Create Note

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

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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.

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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).

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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.

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Get Pipeline

Tool to retrieve a pipeline by its ID. Use when you need to fetch details about a specific pipeline.

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Get Relationship

Tool to retrieve a relationship by its unique ID. Use when you need to get detailed information about a specific relationship.

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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.

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Get User by ID

Tool to retrieve a user by their unique ID. Use when you need to fetch details for a specific user.

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Get User Profile

Tool to retrieve the authenticated user's profile. Use after obtaining a valid auth token to fetch current user account details.

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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.

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List Groups

Tool to retrieve all groups in the Parma account. Use when you need to list groups, optionally filtered by a search query.

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List Notes

Tool to retrieve all notes from the Parma account. Use when you need to list or search through notes associated with relationships.

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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.

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List Pipelines

Tool to list all pipelines in the Parma account. Use when you need to retrieve available pipelines and their details.

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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.

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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.

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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.

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List Stages

Tool to retrieve all stages in the Parma account. Use when you need to list pipeline stages or check available stage configurations.

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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.

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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).

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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.

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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.

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How the Parma integration works

The Parma integration connects your Dench AI CRM directly to Parma, so agents can read and act on your Parma data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

23 actions are available for agents to invoke on your behalf. Every call runs through Parma's own authorization, scoped to the account you connect.

Set up Parma in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Parma and click Connect — you'll authorize access through Parma's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Parma in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Parma integration work with Dench?

The Dench Parma integration connects your AI CRM to Parma, so AI agents can work with your Parma data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Parma via Dench?

The Parma integration currently exposes 23 actions, including Add Relationship to Group, Create Note, Create Relationship, Delete Relationship, Get data.json metadata, and Get Pipeline. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Parma to Dench?

No. You connect Parma from your Dench workspace using Parma's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Parma integration secure?

Connections are authorized through Parma's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Parma connection from your workspace settings at any time.

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