Integrate OnePageCRM with Paymo
Send information between OnePageCRM and Paymo automatically, without writing any code, using Zoho Flow.
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Create a new project in Paymo for every deal won in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Paymo for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Paymo.
Create a new project in Paymo for every deal won in OnePageCRM
OnePageCRM + Paymo
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Supported triggers and actions
Integrate OnePageCRM and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New invoice
Triggers when a new invoice is created
New time entry
Triggers when a new time entry is created
New client
Triggers when a new client is created
New task
Triggers when a new task is created
New project
Triggers when a new project is created
New task list
Triggers when a new task list is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create time entry
Creates a new time entry
Create task list
Creates a new task list
Create client
Creates a new client
Create project
Creates a new project
Create task
Creates a new task
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
Similar apps
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Logic
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Custom functions
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Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
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Ecommerce Business Operations Manager, Amazos
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CTO, Faverton
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Founder and CEO, Alps Education
