Integrate Copper with Paymo
Send information between Copper and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Paymo as tasks are initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Paymo every time a new task is added in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Paymo.
Create tasks in Paymo as tasks are initiated in Copper
Copper + Paymo
Build your own integrations between Copper and Paymo
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Supported triggers and actions
Integrate Copper and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Person updated
Triggers when any detail of an existing person is updated
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created
New task
Triggers when a new task is created
New task list
Triggers when a new task list is created
New invoice
Triggers when a new invoice is created
New client
Triggers when a new client is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
Create time entry
Creates a new time entry
Create task
Creates a new task
Create project
Creates a new project
Create client
Creates a new client
Create task list
Creates a new task list
What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
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