Connect Paymo to Kartra

Both apps 75Paymo 51Kartra 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
  Assign Tag to Lead

  Assigns an existing tag to a lead, identified by email address.

• Action
  Cancel a Subscription

  Cancels a recurring payment subscription, found by transaction ID or subscription ID.

• Action
  Cancel Lead Subscription to Calendar

  Cancels a lead's booking in a calendar class.

• Action
  Create Custom Field

  Creates a custom lead field in the account.

• Action
  Create New Lead

  Creates a new lead. Fails if a lead with that email already exists.

• Action
  Edit Lead

  Updates an existing lead, found by lead ID or email address.

• Action
  Edit Subscription

  Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.

• Action
  Modify Subscription Status

  Pauses, resumes or cancels a recurring payment subscription.

• Action
  Refund a Transaction

  Refunds a payment transaction, in full or in part.

• Action
  Remove Points From a Lead

  Deducts points from a lead's score.

• Action
  Retrieve All the Custom Fields in Your Account

  Returns every custom field in the account, with its type and options.

• Action
  Retrieve All the Lists in Your Account

  Returns the names of every list in the account.

• Action
  Retrieve All the Sequences in Your Account

  Returns the names of every sequence in the account.

• Action
  Retrieve All the Tags in Your Account

  Returns the names of every tag in the account.

• Action
  Retrieve Lead Details

  Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.

• Action
  Retrieve Subscription Details

  Returns the details of one recurring payment subscription.

• Action
  Retrieve Transaction Details

  Returns the details of one payment transaction.

• Action
  Search Lead

  Finds a lead by lead ID or email address and returns the lead's profile.

• Action
  Subscribe Lead to Calendar

  Books a lead into a class on a Kartra calendar.

• Action
  Subscribe Lead to List

  Subscribes a lead to an existing mailing list.

• Action
  Subscribe Lead to Sequence

  Adds a lead to a sequence, starting at the given step.

• Action
  Unassign Tag From Lead

  Removes a tag from a lead, identified by email address.

• Action
  Unsubscribe Lead From List

  Unsubscribes a lead from a mailing list.

• Action
  Unsubscribe Lead From Sequence

  Removes a lead from a sequence.

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