Connect Paymo and precisely to Build Intelligent Automations

Choose a Trigger

Paymo

When this happens...

Choose an Action

precisely

Automatically do this!

Enable Integrations or automations with these events of Paymo and precisely

Enable Integrations or automations with these events of Paymo and precisely

Triggers

New Task

New Task

Triggers when a new task is added to a project.

New Project

New Project

Triggers when a new project is created.

New Task List

New Task List

Triggers when a new task list is created within a project.

New Time Entry

New Time Entry

Triggers when a new time entry is logged.

Project Updated

Project Updated

Triggers when a project is updated.

Task Updated

Task Updated

Triggers when a task is updated.

Actions

Create Project

Create Project

Creates a new project.

Create Task

Create Task

Creates a new task to a project.

Create Task List

Create Task List

Creates a new task list within a project.

Create Time Entry

Create Time Entry

Logs a new time entry on a specific task or project.

Delete Project

Delete Project

Deletes an existing project.

Delete Task

Delete Task

Removes a task from a project.

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Frequently Asked Questions

How do I start an integration between Paymo and precisely?

To start, connect both your Paymo and precisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Paymo triggers actions in precisely (or vice versa).

Can we customize how data from Paymo is recorded in precisely?

Absolutely. You can customize how Paymo data is recorded in precisely. This includes choosing which data fields go into which fields of precisely, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Paymo and precisely?

The data sync between Paymo and precisely typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Paymo to precisely?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Paymo and precisely?

Yes, you can set conditional logic to control the flow of data between Paymo and precisely. 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

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.

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precisely

About precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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