Workflow Automation
Connect Parma to Your AI Agents
Enable your Wkil agents to manage relationships, notes, and pipeline data through Parma.
Authentication: API key
What you can do
- Create and organize relationship records
- Add notes to relationships
- Look up pipeline and user profile data
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create Relationship
Create a new relationship record in Parma.
Create Note
Add a new note to the Parma account.
Add Relationship to Group
Add a relationship to an existing group.
Get Pipeline
Retrieve details for a specific pipeline by ID.
Get User Profile
Retrieve the authenticated user's profile.
Practical agent use cases
- An agent creates a new relationship record and adds a note after a first meeting.
- An agent groups related contacts together for a specific pipeline stage.
How it works with Wkil
- 1Choose the integrationAdd Parma to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
FAQ
Does this connect to my own Parma account?
Yes — the connection authenticates against your own Parma account.