Integrate OnePageCRM with Paymo

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

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Create a new project in Paymo for every deal won in OnePageCRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Paymo for every accomplished deal in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Paymo.
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Create a new project in Paymo for every deal won in OnePageCRM

OnePageCRM + Paymo

Build your own integrations between OnePageCRM and Paymo

Connect OnePageCRM 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 OnePageCRM and Paymo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

New contact

Triggers when a new contact is created

Deal won

Triggers when a deal is won

New task list

Triggers when a new task list is created

New project

Triggers when a new project is created

New task

Triggers when a new task is created

New client

Triggers when a new client is created

New time entry

Triggers when a new time entry is created

New invoice

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

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

Create time entry

Creates a new time entry

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

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Logic

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

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Custom functions

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

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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