Connect Paymo to Agendor

Both apps 75Paymo 51Agendor 24

• Trigger
  New Client

  Triggers when a new client is created in Paymo.

• Trigger
  New Client Contact

  Triggers when a new client contact is created in Paymo.

• Trigger
  New Estimate

  Triggers when a new estimate is created in Paymo.

• Trigger
  New Expense

  Triggers when a new expense is created in Paymo.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Paymo.

• Trigger
  New Project

  Triggers when a new project is created in Paymo.

• Trigger
  New Report

  Triggers when a new report is created in Paymo.

• Trigger
  New Task

  Triggers when a new task is created in Paymo.

• Trigger
  New Task List

  Triggers when a new task list is created in Paymo.

• Trigger
  New Time Entry

  Triggers when a new time entry is logged in Paymo (entries from the last 30 days are checked).

• Trigger
  Timer Started

  Triggers when someone starts a timer in Paymo.

• Trigger
  Timer Stopped

  Triggers when a timer is stopped in Paymo, delivering the finished time entry (timers from the last 7 days are checked).

• Trigger
  Updated Client

  Triggers when a client is updated in Paymo.

• Trigger
  Updated Project

  Triggers when a project is updated in Paymo.

• Trigger
  Updated Task

  Triggers when a task is updated in Paymo.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated in Paymo.

• Action
  Add client contact

  Creates a contact person under an existing Paymo client.

• Action
  Add estimate

  Creates an estimate for a client in Paymo, including its line items.

• Action
  Create Client

  Creates a new client in Paymo.

• Action
  Create Task List

  Creates a new task list in a Paymo project.

• Action
  Create Time Entry

  Logs a new time entry against a Paymo task.

• Action
  Delete client

  Deletes a client in Paymo, along with all of its projects, tasks, task lists and time entries.

• Action
  Delete expense

  Permanently deletes an expense in Paymo.

• Action
  Delete invoice

  Permanently deletes an invoice in Paymo.

• Action
  Delete project

  Deletes a Paymo project, along with all its task lists, tasks, discussions, files and time entries.

• Action
  Delete task

  Deletes a task, along with all time entries logged for it.

• Action
  Delete time entry

  Deletes a time entry (or a running timer) from Paymo.

• Action
  Find Client by Email

  Finds a Paymo client by email address.

• Action
  Find Task

  Finds a Paymo task by name, optionally within one project.

• Action
  Get client

  Returns one Paymo client by its ID, including address, contact details and status.

• Action
  Get estimate

  Returns a Paymo estimate by ID, optionally with its line items and related client, invoice or template.

• Action
  Get expense

  Returns a single Paymo expense by its ID, including amount, currency, date, notes, tags and receipt.

• Action
  Get invoice

  Returns a single Paymo invoice by its ID, including totals, status, dates and links; optionally includes its line items, payments, client or template.

• Action
  Get project

  Returns a single Paymo project by its ID, including its client, billing settings and assigned users.

• Action
  Get time entry

  Returns a single Paymo time entry by its ID, optionally with its task, user or invoice item.

• Action
  List client contacts

  Returns the client contacts in your Paymo account, optionally only those of one client.

• Action
  List clients

  Returns the clients in your Paymo account, optionally filtered to active or archived clients.

• Action
  List estimates

  Returns the estimates in your Paymo account, optionally filtered by client, status or total.

• Action
  List expenses

  Returns the expenses in your Paymo account, optionally filtered by client, project, date or invoiced status.

• Action
  List invoices

  Returns the invoices in your Paymo account, optionally filtered by client, status, total or other invoice attributes.

• Action
  List projects

  Returns the projects in your Paymo company, optionally filtered (for example by client, active status or assigned user).

• Action
  List tasks

  Returns the tasks in your Paymo account, optionally filtered by project, task list, completion or assignee.

• Action
  List time entries

  Returns time entries from Paymo, optionally filtered by project, task, user, client or a time interval.

• Action
  Restart timer

  Starts a running timer again on a task by creating a new time entry with a start time and no end time. Fails if the user already has a timer running.

• Action
  Stop timer

  Stops a running Paymo timer by setting its end time, turning it into a completed time entry.

• Action
  Update client

  Updates an existing Paymo client's details, such as name, contact info and address, or archives/reactivates it. Only the fields you fill in are changed.

• Action
  Update client contact

  Updates an existing contact of a Paymo client. Only the fields you fill in are changed.

• Action
  Update invoice

  Updates an existing Paymo invoice — its dates, client, taxes, text blocks, status or line items. Only the fields you fill in are changed.

• Action
  Update project

  Updates an existing Paymo project's details, billing settings, assigned users or status. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing Paymo task; only the fields you fill in are changed.

• Action
  Update time entry

  Updates an existing Paymo time entry, changing only the fields you fill in (task, user, times, date, duration, description or billed status).

• Action
  Add deal

  Creates a new deal in Agendor linked to an organization.

• Action
  Add organization

  Creates a new organization (company) in Agendor, with its contact details, address, classification and custom fields.

• Action
  Add person

  Creates a new person (contact) in Agendor, optionally linked to an organization, with contact details, address and custom fields.

• Action
  Add product

  Creates a new product in your Agendor product catalog.

• Action
  Create or Update Organization

  Finds an organization by exact name or CNPJ and updates it, or creates a new organization when none matches.

• Action
  Create or Update Person

  Finds a person by email or CPF and updates them, or creates a new person when no match exists. Returns the person record.

• Action
  Delete deal

  Deletes a deal from Agendor by its ID and returns the deleted deal.

• Action
  Delete organization

  Deletes an organization from Agendor.

• Action
  Delete person

  Deletes a person from Agendor by ID.

• Action
  Delete task

  Deletes a task or activity in Agendor by its ID.

• Action
  Find Deal

  Finds deals in Agendor matching a title search and optional filters such as status, stage, owner, organization or person. Returns up to 100 matching deals with their custom fields.

• Action
  Find Organization

  Searches your Agendor organizations by name, CNPJ, email, phone, location, owner and other criteria, and returns the matching organizations.

• Action
  Find Person

  Finds people in Agendor matching a name, email, document number, phone or other criteria, and returns the matching people with their custom fields.

• Action
  Get deal

  Returns a single Agendor deal by its ID, including its stage, status, owner, products and custom fields.

• Action
  Get organization

  Returns an Agendor organization by its ID, including contact details, address, owner, people and custom fields.

• Action
  Get person

  Returns a person from Agendor by ID, including their contact details, organization and custom fields.

• Action
  List products

  Returns all products in your Agendor account, including their custom fields.

• Action
  List tasks

  Returns tasks and activities in your Agendor account, optionally filtered by date ranges, related deal/person/organization, users, type and completion status.

• Action
  List users

  Returns the users of your Agendor account, optionally filtered by ID, name, email or active status.

• Action
  Update Deal Basic Data

  Updates an existing deal's basic data in Agendor, such as its title, value, dates, owner, products and custom fields.

• Action
  Update Deal Stage

  Moves a deal to a different stage of its sales funnel, or into another funnel.

• Action
  Update Deal Status

  Marks a deal as won or lost, or reopens it, and returns the updated deal.

• Action
  Update Organization

  Updates an existing organization in Agendor, changing only the details you fill in.

• Action
  Update Person

  Updates an existing person in Agendor. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.