Connect Paymo and ProjectManager

Both apps 77Paymo 51ProjectManager 26

• 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).

• Trigger
  New Project

  Fires when a new project is created in the ProjectManager workspace.

• Trigger
  New Task

  Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project

• Trigger
  New User

  Fires when a new user (resource) is added to the ProjectManager workspace.

• Action
  Create Project

  Create a new project in your workspace

• Action
  Create Task

  Creates a new task within a specified project

• Action
  Create Timesheet Entry

  Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.

• Action
  Create User

  Add a new user/resource in your account

• Action
  Get Account Information

  Returns information about the current user including home URL, email, user ID and workspace name

• Action
  Get Project Details

  Get the details of one specific project

• Action
  Get Project Priorities

  Gets a list of all the priorities which can be applied to a project

• Action
  Get Project Statuses

  Get all the statuses which can be applied to a project

• Action
  Get Task Details

  Get the details of one specific task, you will need to know the task's unique ID

• Action
  Get Task Fields

  Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action

• Action
  Get Task Field Values

  Get the value of each custom field applied to a specific task

• Action
  Get Task Priorities

  Get all the priorities which can be applied to a task

• Action
  Get Task Statuses (Columns)

  Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

• Action
  Get User Details

  Get the details of one specific user/resource

• Action
  Get User Roles

  Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.

• Action
  Search Projects

  Search through your active projects using various criteria, 100 results max

• Action
  Search Tasks

  Search for tasks across your entire account, using various criteria, 100 results max

• Action
  Search Users

  Search for workspace users/resources using various criteria, 100 results max

• Action
  Update Project

  Update an existing project, empty fields will remain unchanged

• Action
  Update Task

  Update an existing task, empty fields will remain unchanged

• Action
  Update Task Field Value

  Update the value of a custom field for a specific task

• Action
  Update Timesheet Entry

  Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

• Action
  Update User

  Update an existing user/resource, empty fields will remain unchanged

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