Integrate Outreach with Paymo

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

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Set up a new task in Paymo whenever a new task is initiated in Outreach

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 Outreach.

How it works
  1. The flow triggers when a task is created or deleted in Outreach.
  2. Zoho Flow creates a new task in Paymo.
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Set up a new task in Paymo whenever a new task is initiated in Outreach

Outreach + Paymo

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Supported triggers and actions

Integrate Outreach and Paymo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Mail updated

Triggers when any detail of an existing mail is updated

Opportunity created or deleted

Triggers when an opportunity is created or deleted

Task updated

Triggers when any detail of an existing task is updated

Prospect updated

Triggers when any detail of an existing prospect is updated

Prospect created or deleted

Triggers when a prospect is created or deleted

Sequence state created or deleted

Triggers when a sequence state is created or deleted

Sequence created or deleted

Triggers when a sequence is created or deleted

Task created or deleted

Triggers when a task is created or deleted

Account created or deleted

Triggers when an account is created or deleted

Account updated

Triggers when any detail of an existing account is updated

Mailing event

Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Sequence updated

Triggers when any detail of an existing sequence is updated

Sequence state updated

Triggers when the state of an existing sequence is updated

Opportunity updated

Triggers when any detail of an existing opportunity is updated

Call created or deleted

Triggers when a call is created or deleted

Call updated

Triggers when any detail of an existing call 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 prospect

Adds a new prospect

Add prospect to sequence

Adds a prospect to the specified sequence

Create opportunity

Creates a new opportunity

Add recipient

Adds a new recipient

Log call

Logs a new call

Create account

Creates a new account

Create task

Creates a new task

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

Fetch sequence

Fetches the details of a sequence by its name

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch account - By name

Fetches the details of an existing account by name

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch prospect - By name or email

Fetches the details of an existing prospect by first name, last name, or email

Fetch user - By email address

Fetches the details of an existing user by email address

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch persona - By ID

Fetches the details of an existing persona by ID

Fetch call purpose - By ID

Fetches the details of an existing call purpose by ID

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch persona - By name

Fetches the details of an existing persona by name

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch call disposition - By ID

Fetches the details of an existing call disposition status 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 Outreach?

Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.

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.

Learn more >

Custom functions

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

Learn more >

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