Integrate Onpipeline with Paymo
Send information between Onpipeline and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Paymo for every deal won in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Paymo for every deal won in your Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Paymo.
Create a new project in Paymo for every deal won in Onpipeline
Onpipeline + Paymo
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Supported triggers and actions
Integrate Onpipeline and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated
Triggers when an existing deal is updated
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
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
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 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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 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
