Connect Planfix and Paymo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
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
Ready to use Planfix and Paymo automations
Actions and Triggers
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 Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Create Project
Creates a new project.
Create Task
Creates a new task to a project.
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Frequently Asked Questions
To start, connect both your Planfix and Paymo accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Paymo (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Paymo. This includes choosing which data fields go into which fields of Paymo, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Paymo 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 Planfix and Paymo. 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.
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout 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 More
