What to Ask Leina to Do with Parma
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Find a relationship and read its details and notes before a conversation.
Find Parma relationship [name], read relationship [relationship ID] and its notes, then summarize useful context.
Create a note linked to explicitly selected relationships.
Create a Parma note linked to relationship IDs [IDs] from these interaction notes: [notes].
Get Started with Parma
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Connect Your Account
Connect with a Parma workspace API token.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Parma Capabilities
Parma connects supported service operations to your AI assistant. Find relationship records, read their notes and groups, and save notes or update specified relationship details.
- Relationship Context
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Find relationships and read their notes and group assignments.
- List Relationships
- Get Relationship
- Relationship Changes
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Create notes and revise relationship details or group assignments.
- Create Note
- Update Note
- Deal Context
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Read deals, pipelines, and stages.
- List Deals
- Get Deal
View All 22 Actions
- List Deals
- Get Deal
- List Groups
- List Notes
- Create Note
- Update Note
- List Pipelines
- Get Pipeline
- List Relationship Groups
- Add Relationship To Group
- Remove Relationship From Group
- List Relationship Notes
- List Relationships
- Create Relationship
- Get Relationship
- Update Relationship
- Delete Relationship
- List Stages
- Get Stage
- List Users
- Get User
- Get Current User
Frequently Asked Questions
Can a note link to several relationships?
Yes. Provide the relationship_ids list when creating the note.
How can I find a relationship?
Filter the relationship list by supported values such as name, type, or email.
Can I inspect pipeline context?
Yes. Read deals, pipeline records, and stage records to interpret the returned deal data.
Your AI employee for Parma
Tell Leina what you need in your team chat. Include the source, destination, and expected result.