Integrate FreshBooks with Paymo
Send information between FreshBooks and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Paymo each time a new project is initiated in FreshBooks
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Paymo when a new project is established in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Paymo.
Set up a new project in Paymo each time a new project is initiated in FreshBooks
FreshBooks + Paymo
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Supported triggers and actions
Integrate FreshBooks and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment added
Triggers when a new payment is added
Invoice created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Client created
Triggers when a new client is created
Time entry added
Triggers when an new time entry is added
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
New time entry
Triggers when a new time entry is created
New invoice
Triggers when a new invoice is created
New task
Triggers when a new task is created
New client
Triggers when a new client is created
New task list
Triggers when a new task list is created
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create expense
Creates a new expense
Create task
Creates a new task
Create client
Creates a new client
Create invoice
Creates a new invoice
Create project
Creates a new project
Create estimate
Creates a new estimate
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by number
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
Create client
Creates a new client
Create task list
Creates a new task list
Create task
Creates a new task
Create project
Creates a new project
Create time entry
Creates a new time entry
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
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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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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