Integrate Insightly with Paymo

Send information between Insightly and Paymo automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create tasks in Paymo as tasks are initiated in Insightly

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Paymo whenever a new task is initiated in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Paymo.
+

Create tasks in Paymo as tasks are initiated in Insightly

Insightly + Paymo

[esc]

Initiate an event in Insightly when a task is created in Paymo

Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Paymo.

How it works
  1. The flow triggers when a new task is created in Paymo.
  2. Zoho Flow creates a new event in Insightly.
+

Initiate an event in Insightly when a task is created in Paymo

Paymo + Insightly

[esc]

Initiate a new project in Paymo when a new project is established in Insightly

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Paymo each time a new project is initiated in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Paymo.
+

Initiate a new project in Paymo when a new project is established in Insightly

Insightly + Paymo

Build your own integrations between Insightly and Paymo

Connect Insightly and Paymo with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Paymo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity 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 Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

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 Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is Paymo?

Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY