Connect telecrm and Paymo to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
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 telecrm and Paymo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
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.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create Project
Creates a new project.
Create Task
Creates a new task to a project.
Create Task List
Creates a new task list within a project.
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Frequently Asked Questions
To start, connect both your telecrm and Paymo accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Paymo (or vice versa).
Absolutely. You can customize how telecrm 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 telecrm 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 telecrm 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 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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