Integrate Capsule CRM with Paymo

Send information between Capsule CRM 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 Capsule CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Paymo every time a new task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  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 Capsule CRM

Capsule CRM + Paymo

Build your own integrations between Capsule CRM and Paymo

Connect Capsule CRM and Paymo with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and Paymo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity 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 Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by ID

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 Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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