Integrate Salesflare with Paymo

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

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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
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Paymo.
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Create a new task in Paymo each time a new task is created in Salesflare

Salesflare + Paymo

Build your own integrations between Salesflare and Paymo

Connect Salesflare 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 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 opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

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

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Create call

Creates a new call

Create contact

Creates a new contact

Create task

Creates a new task

Add contact to account

Adds an existing contact to the selected account

Fetch contact

Fetches a contact by ID, name, email, phone, account, 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

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch person

Fetches a person by ID, name, or email

Fetch user

Fetches a user by ID, name, or email

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 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.

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

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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