Add Parma to your AI agent
Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.
- Things your agent can do in Parma
- 23
Things your AI can do in Parma
Your FormWise AI can handle any of these in Parma — on its own, without you needing to click a button.
Create Note
PopularTool to create a new note in the Parma account. Use when you need to add a note linked to specific relationships.
Create Relationship
PopularTool to create a new relationship in Parma. Use when you need to add a new person or company to your Parma account.
Get User Profile
PopularTool to retrieve the authenticated user's profile. Use after obtaining a valid auth token to fetch current user account details.
List Deals
PopularTool 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 Pipelines
PopularTool to list all pipelines in the Parma account. Use when you need to retrieve available pipelines and their details.
List Relationships
PopularTool 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
PopularTool to retrieve all stages in the Parma account. Use when you need to list pipeline stages or check available stage configurations.
List Users
PopularTool 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.
Update Note
PopularTool to update an existing note in the Parma account. Use when you need to modify the content, datetime, or relationships of a specific note.
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.
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).
Show 11 more things it can do
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.
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 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 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 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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Parma is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Parma, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Parma for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Parma work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Parma to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Parma in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Parma.
- 3
Hit "Connect"
Click "Connect Parma" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Parma
Build a quick AI Agent (it's like writing instructions, not code), and pick the Parma actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Parma for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Parma workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Parma users had before signing up
Do I need to know how to code?
Not even a little. If you can use Parma today, you can set this up. You'll connect Parma, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Parma login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Parma or delete everything any time.
What happens when Parma updates their app?
We handle it. When Parma adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Parma takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Parma — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Parma on FormWise
Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.
Connect Parma once and your FormWise AI gets 23 things it can do inside it. That means your AI can handle the Parma work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Parma? Take a look at app.parma.ai.
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Stop doing the Parma work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.