

Integrate Wealthbox CRM with Paymo
Send information between Wealthbox 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 Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Paymo every time a new task is added in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Paymo.


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


Initiate a new project in Paymo when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management software by auto-syncing project details. This flow will set up a new project in Paymo each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Paymo.


Initiate a new project in Paymo when a new project is established in Wealthbox CRM
Wealthbox CRM + Paymo

Build your own integrations between Wealthbox CRM and Paymo
Connect Wealthbox CRM and Paymo with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

New workflow
Triggers when a new workflow is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

New note
Triggers when a new note is created

New event
Triggers when a new event is created

New project
Triggers when a new project is created

Completed task
Triggers when a task is completed

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

Create project
Creates a new project

Create task
Creates a new task

Create event
Creates a new event

Create opportunity
Creates a new opportunity

Create contact
Creates a new contact

Create note
Creates a new note

Fetch contact
Fetches a contact by email

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 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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