

Integrate Agile CRM with Paymo
Send information between Agile CRM and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in Paymo each time a new task is created in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Paymo each time a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Paymo.


Create a new task in Paymo each time a new task is created in Agile CRM
Agile CRM + Paymo

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Supported triggers and actions
Integrate Agile CRM and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Ticket
Triggers when a new ticket is created

New Deal
Triggers when a new deal is created

New project
Triggers when a new project is created

New time entry
Triggers when a new time entry is created

New task
Triggers when a new task is created

New task list
Triggers when a new task list is created

New invoice
Triggers when a new invoice is created

New client
Triggers when a new client is created
All Actions - Actions are the automated tasks

Add note to contact
Adds a note to an existing contact

Create Deal
Creates a new deal

Create Task
Creates a task for the selected contact

Create Ticket
Creates a new ticket

Create Event
Creates a new event

Add note to deal
Adds a note to an existing deal

Create Company
Creates a new company

Create Contact
Creates a new contact

Update Company
Updates the details of an existing Company based on company ID

Update Task
Updates the details of an existing Task based on task ID

Create time entry
Creates a new time entry

Create task
Creates a new task

Create project
Creates a new project

Create client
Creates a new client

Create task list
Creates a new task list
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
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