Connect Raynet CRM and Paymo to Build Intelligent Automations

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Raynet CRM

When this happens...

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Paymo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

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.

Do thisActions

Action is the task that follows automatically within your Raynet CRM integrations.

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

Modifying Price List

Modifying Price List

Modifying price list data

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Frequently Asked Questions

How do I start an integration between Raynet CRM and Paymo?

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

Can we customize how data from Raynet CRM is recorded in Paymo?

Absolutely. You can customize how Raynet CRM 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.

How often does the data sync between Raynet CRM and Paymo?

The data sync between Raynet CRM and Paymo 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 Raynet CRM to Paymo?

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 Raynet CRM and Paymo?

Yes, you can set conditional logic to control the flow of data between Raynet CRM 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.

Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

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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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