Connect Microsoft Excel and Paymo
Integrate Microsoft Excel with Paymo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Microsoft Excel + Paymo flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an action
Paymo
Automatically do this!
Create Project
Create Task
Create Task List
Create Time Entry
Delete Project
Delete Task
Delete Task List
Create a Client
Create Expense
Create Invoice
Create Task Comment
Find Row in Microsoft-excel when New Task in Paymo
Use this flowCreate Spreadsheet in Microsoft-excel when New Task in Paymo
Use this flowUpdate Row in Microsoft-excel when New Task in Paymo
Use this flowAdd Row To Table in Microsoft Excel when New Task in Paymo
Use this flowFind Row in Microsoft-excel when New Project in Paymo
Use this flowCreate Spreadsheet in Microsoft-excel when New Project in Paymo
Use this flowUpdate Row in Microsoft-excel when New Project in Paymo
Use this flowAdd Row To Table in Microsoft Excel when New Project in Paymo
Use this flowFind Row in Microsoft-excel when New Task List in Paymo
Use this flowCreate Spreadsheet in Microsoft-excel when New Task List in Paymo
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and Paymo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is added to a project.
New Project
Triggers when a new project is created.
New Task List
Triggers when a new task list is created within a project.
New Time Entry
Triggers when a new time entry is logged.
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
Create Project
Creates a new project.
Create Task
Creates a new task to a project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Excel and Paymo workflows.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn moreSimilar apps
About Paymo
Paymo is a comprehensive project management and time tracking tool designed to help teams and freelancers manage their work more efficiently. It offers features such as task management, time tracking, invoicing, and reporting to streamline workflows and improve productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and Paymo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Excel and Paymo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Paymo. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in Paymo, and a separate workflow where Paymo triggers actions in Microsoft Excel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Excel and Paymo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and Paymo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
