Integrate Salesflare with Paymo
Send information between Salesflare and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Paymo each time a new task is created in Salesflare
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Paymo every time a new task is added in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Paymo.
Create a new task in Paymo each time a new task is created in Salesflare
Salesflare + Paymo
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Supported triggers and actions
Integrate Salesflare and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New account
Triggers when a new account 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
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch person
Fetches a person by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
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 Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
Similar apps
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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