Integrations / CRM
Connect Parma to WhatsApp: notes and users by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Parma once, then ask Flann to look things up in it or get work done in it, by text or voice note. Connected to Flann, Parma behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
23 actions in Parma. 16 only look things up, and 7 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Parma
Send any of these on WhatsApp, in your own words. Flann finds the right Parma action and fills in the details from the conversation.
“Show me my deals in Parma.”
“Show me my notes in Parma.”
“Show me my relationship notes in Parma.”
“Create a note in Parma.”
“Create a relationship in Parma.”
What Flann can work with in Parma
Parma gives Flann 23 actions across 10 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Notes | createlook upupdate | 3 |
| Users | look up | 2 |
| Relationships | addcreatedeletelook upupdate | 7 |
| Pipelines | look up | 2 |
| Stages | look up | 2 |
There are three ways to get notes work done in Parma. Side by side:
| Compare | Opening ParmaLog in, find it, do it | A rules toolRuns the steps you wired up | Parma through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about notes | Filters and searches you run yourself | Only the look-ups someone built | 16 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 7 changes, made from a message |
| Parma records | All of them, one screen at a time | Only the ones you wire up | 10 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Parma API key, once |
YesPartlyNo
Step by step: Parma jobs you can hand to Flann
Each step below names the Parma action Flann actually runs.
Create a note from a voice note
- You message Flann on WhatsApp: “Create a note in Parma with these details.”
- Flann runs
List Notesin Parma and shows you what it found. - Flann runs
Create Notein Parma. - Flann creates it in Parma and confirms in the chat.
Fix a relationship without opening Parma
- You message Flann on WhatsApp: “Change the relationship in Parma: here is what is different.”
- Flann runs
List Relationshipsin Parma and shows you what it found. - Flann runs
Update Relationshipin Parma. - Flann makes the change in Parma and confirms in the chat.
Get answers about your deals
- You message Flann on WhatsApp: “What is the latest on our deals in Parma?”
- Flann runs
List Dealsin Parma and shows you what it found. - Nothing in Parma is changed: these are look-ups, so they run straight away.
Repetitive Parma work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in Parma. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to Parma?”
Reading the renewal dates, contract ends and purchase patterns in Parma, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Parma, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Parma and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Parma
- In Flann, go to Connectors and find Parma.
- Paste your Parma API key into the secure form Flann opens. You will find the key in your Parma account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Parma action itself.
Look-ups run as soon as you ask and change nothing in Parma. You can disconnect Parma from Connectors at any time.
Ways to use Parma with Flann
Follow up the leads you forgot
Ask Flann which leads in Parma have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Parma and asks you to confirm.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Parma: last deal, last note, last time you spoke.
Everything Flann can do in Parma
The full list of Parma actions available to Flann once you connect it.
Looks up 16
- Get User Profile
- List Deals
- List Pipelines
- List Relationships
- List Stages
- List Users
- Get data.json metadata
- Get Pipeline
- Get Relationship
- Get Stage
- Get User by ID
- List Groups
- List Notes
- List Parma CKAN datasets
- List Relationship Groups
- List Relationship Notes
Changes 7
- Create Note
- Create Relationship
- Update Note
- Add Relationship to Group
- Delete Relationship
- Remove Relationship From Group
- Update Relationship
More CRM apps Flann works with
Common questions
What can Flann do with notes in Parma?
Flann can create, look up and update notes in Parma, using 3 actions (Create Note, List Notes, Update Note). Looking up runs straight away and changes nothing. The other actions create or change notes in Parma.
What can Flann do with users in Parma?
Flann can look up users in Parma, using 2 actions (Get User by ID, List Users). All of them only look things up, so they run straight away.
How does Flann connect to Parma?
Open Connectors in Flann, choose Parma and paste your Parma API key into a secure form. You will find the key in your Parma account settings. Once it is connected, Flann can use 23 actions in Parma.
Can I use Parma from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Parma for you. You do not need to open Parma.
Which Flann plan do I need for Parma?
Any of them. Every Flann plan includes Parma and every other app.