Integrate sevDesk with Paymo

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

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Create a task in Paymo each time a new order is made in sevDesk

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Paymo each time a new order is made in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in Paymo.
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Create a task in Paymo each time a new order is made in sevDesk

sevDesk + Paymo

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Supported triggers and actions

Integrate sevDesk and Paymo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task is created

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

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 invoice

Creates a new invoice

Create contact

Creates a new contact

Create task

Creates a new task

Create contact address

Creates a new contact address

Create order

Creates a new order

Create voucher

Creates a new voucher

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country 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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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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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 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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