Paymo and Salesflare

Manage projects, track work time, invoice your clients, and measure profitability from the same platform.

Accounting & Invoicing Project Management Time Tracking paymoapp.com ↗

How to connect Paymo

Via Zapier — 25 operations available. Set it up ↗
Via Make — 37 modules available. Set it up ↗

What you can automate

When new Client in Paymo, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Client Contact in Paymo, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in Paymo, create opportunity in Salesflare.
When new Invoice in Paymo, create opportunity, then find or create contact in Salesflare.
When new Task List in Paymo, create task in Salesflare.
When new Task in Paymo, create task in Salesflare.

About Paymo

Simple online project management application that bundles task management, time tracking and invoicing

Paymo operations on Zapier

Triggers (16)

Start a workflow when this happens

New Client — Triggers when a new client is created in Paymo.
New Client Contact — Triggers when a new client contact is created in Paymo.
New Estimate — Triggers when a new estimate is created in Paymo.
New Expense — Triggers when a new expense is created.
New Invoice — Triggers when a new invoice is created in Paymo.

Show 11 more triggers

New Project — Triggers when a new project is created.
New Report — Triggers when a new report is created in Paymo.
New Task — Triggers when a new task is created.
New Task List — Triggers when a new task list is created.
New Time Entry — Triggers when a new time entry is created.
Timer Started — Triggers when a timer is started.
Timer Stopped — Triggers when a timer is stopped.
Update Client — Triggers when a client is updated.
Update Project — Triggers when a project is updated.
Update Task — Triggers when a task is updated.
Update Time Entry — Triggers when a time entry is updated.

Actions (7)

Things Salesflare can make it do

Create Client — Creates a new client.
Create Expense — Creates a new expense.
Create Invoice — Creates a new invoice.
Create Project — Creates a new project.
Create Task — Creates a new task.

Show 2 more actions

Create Task List — Creates a new task list.
Create Time Entry — Creates a new time entry.

Searches (2)

Look up existing records

Find Client by Email — Finds a Client by email
Find Task — Search for a task

Paymo operations on Make

Triggers (6)

Start a workflow when this happens

Watch New Clients — Triggers when a new client has been created.
Watch New Invoices — Triggers when a new invoice has been created.
Watch New Projects — Triggers when a new project has been created.
Watch New Task Lists — Triggers when a new task list has been created.
Watch New Tasks — Triggers when a new task has been created.

Show 1 more triggers

Watch New Time Entries — Triggers when a new time entry has been created.

Actions (25)

Things Salesflare can make it do

Create a Client — Creates a new client.
Create a Project — Creates a new project.
Create a Task — Creates a new task.
Create a Task List — Creates a new task list.
Create a Time Entry — Creates a new time entry.

Show 20 more actions

Create an Invoice — Creates a new invoice.
Delete a Client — Deletes a specified client.
Delete a Project — Deletes a specified project.
Delete a Task — Deletes a specified task.
Delete a Task List — Deletes a specified task list.
Delete a Time Entry — Deletes a specified time entry.
Delete an Invoice — Deletes a specified invoice.
Get a Client — Returns information about a specified client.
Get a Project — Returns information about a specified project.
Get a Task — Returns information about a specified task.
Get a Task List — Returns information about a specified task list.
Get a Time Entry — Returns information about a specified time entry.
Get an Invoice — Returns information about a specified invoice.
Make an API Call — Performs an arbitrary authorized API Call.
Update a Client — Updates the information of a specified client.
Update a Project — Updates the information of a specified project.
Update a Task — Updates the information of a specified task.
Update a Task List — Updates the information of a specified task list.
Update a Time Entry — Updates the information of a specified time entry.
Update an Invoice — Updates the information of a specified invoice.

Searches (6)

Look up existing records

List Clients — Returns a list of clients.
List Invoices — Returns a list of invoices.
List Projects — Returns a list of projects.
List Task Lists — Returns a list of task lists.
List Tasks — Returns a list of tasks.

Show 1 more searches

List Time Entries — Returns a list of time entries.

Screenshots

Similar apps

Coordinate all the work your team does together.

Popular Zapier Make

QuickBooks Online

Online accounting platform.

Popular Zapier Make

Team collaboration tool.

Helps you move projects forward fast.

The productivity platform.

Very simple task list.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free