Integrate Agile CRM with Paymo
Send information between Agile CRM 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 Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Paymo each time a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Paymo.
Create a new task in Paymo each time a new task is created in Agile CRM
Agile CRM + Paymo
Build your own integrations between Agile CRM and Paymo
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Supported triggers and actions
Integrate Agile CRM 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 Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
New invoice
Triggers when a new invoice is created
New time entry
Triggers when a new time entry is created
New task
Triggers when a new task is created
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New task list
Triggers when a new task list is created
All Actions - Actions are the automated tasks
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Create task list
Creates a new task list
Create client
Creates a new client
Create task
Creates a new task
Create time entry
Creates a new time entry
Create project
Creates a new project
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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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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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
