Built by Metorial, the integration platform for agentic AI.
Add a note to an existing relationship in Parma CRM. Notes capture touchpoints, meeting summaries, and interaction details for a given customer or contact. Use this to log conversations, follow-ups, or any relevant information.
Search for existing relationships in Parma CRM. Use this to find contacts by name, email, company, or other details. Returns a list of matching relationships. If no query is provided, returns all relationships.
Retrieve the authenticated user's profile information from Parma CRM. Use this to verify the current connection, check account details, or retrieve the user's identity.
Create a new relationship (contact) in Parma CRM. Use this to add a new customer, partner, or any person you want to track in your relationship management system. You can include their contact details and an initial note.