Connect Paymo to Marketo

Both apps 83Paymo 51Marketo 32

• 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 Leads to List

  Adds leads to a static list.

• Action
  Create or Update Lead

  Creates a lead, or updates the existing lead with the same email.

• Action
  Delete company

  Deletes one or more company records in Marketo, identified by Marketo id or by external company id.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Find companies

  Finds Marketo companies whose chosen field matches any of the values you supply, returning up to 300 matching company records.

• Action
  Find Leads

  Finds leads whose field matches any of the given values.

• Action
  Find opportunities

  Finds opportunities whose chosen field matches one of the values you supply, returning up to 300 matching opportunities.

• Action
  Find program members

  Finds members of a Marketo program whose chosen field matches one of the given values, returning up to 300 members.

• Action
  Get Activity Types

  Returns every activity type, with its ID and attributes.

• Action
  Get Campaigns

  Returns smart campaigns, optionally limited by name, program or workspace.

• Action
  Get Custom Object Records

  Finds custom object records whose field matches any of the given values.

• Action
  Get email

  Returns a Marketo email asset by its id, including subject, from/reply addresses, folder, template and approval status.

• Action
  Get Lead Activities

  Returns lead activities of the given types since a paging token.

• Action
  Get Lead by Id

  Returns one lead by its ID.

• Action
  Get Lead Field Names

  Returns every lead field, with its API name, label and data type.

• Action
  Get Leads by List Id

  Returns the leads in a static list.

• Action
  Get List by Id

  Returns one static list by its ID.

• Action
  Get Lists

  Returns static lists, optionally limited by name, program or workspace.

• Action
  Get Paging Token

  Returns a paging token that starts reading activities from a date.

• Action
  Get program

  Returns a Marketo program by its id, including its type, channel, status, folder, tags and period costs.

• Action
  List emails

  Returns the email assets in your Marketo instance, optionally filtered by status, folder or last-updated date range.

• Action
  List programs

  Returns the programs in your Marketo instance, optionally filtered by program, folder or workspace, or by last-updated date range.

• Action
  List smart campaigns

  Returns the smart campaigns in your Marketo instance, optionally limited to a folder or program, an update-date window, or active campaigns only.

• Action
  Merge Leads

  Merges one or more leads into a winning lead.

• Action
  Remove Leads from List

  Removes leads from a static list.

• Action
  Request Campaign

  Runs leads through a trigger smart campaign.

• Action
  Schedule Campaign

  Schedules a batch smart campaign to run.

• Action
  Send sample email

  Sends a sample of a Marketo email asset to an address, optionally populating tokens and dynamic content as a chosen lead.

• Action
  Sync Companies

  Creates or updates companies.

• Action
  Sync Custom Object

  Creates or updates custom object records.

• Action
  Sync Opportunities

  Creates or updates opportunities.

• Action
  Update lead program status

  Changes the program status (for example "Registered" or "Attended") of one or more leads that are already members of a Marketo program.

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