
When this happens...
New Task
New Project
New Task List
New Time Entry
Project Updated
Task Updated
Task List Updated
Time Entry Updated
Project Deleted
Invoice Updated
Task List Deleted
Time Entry Deleted
New Invoice
New Client
Client Updated
New Client Contact
Client Contact Deleted
New Invoice Payment
Invoice Payment Updated
Invoice Payment Deleted
Time Entry Stopped
New Milestone
Milestone Updated
Milestone Deleted
New Report
Report Updated
Report Deleted
New Expense
Expense Updated
Expense Deleted
New Estimate
Estimate Updated
Estimate Deleted
New Comment
Comment Updated
Comment Deleted
New User
Update User
User Deleted
New Booking
Booking Updated
Booking Deleted

Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is added to a project.
Triggers when a new project is created.
Triggers when a new task list is created within a project.
Triggers when a new time entry is logged.
Triggers when a project is updated.
Triggers when a task is updated.
Action is the task that follows automatically within your Paymo integrations.
Creates a new project.
Creates a new task to a project.
Creates a new task list within a project.
Logs a new time entry on a specific task or project.
Deletes an existing project.
Removes a task from a project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Paymo and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in Paymo triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how Paymo data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between Paymo and DocuMocu typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Paymo and DocuMocu. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreDocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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