Connect Paymo and QuickBooks Online

Both apps 107Paymo 51QuickBooks Online 56

• 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 bill

  Polls for newly created bills (accounts payable), most recent first.

• Trigger
  New customer

  Polls for newly created customers, most recent first.

• Trigger
  New estimate

  Fires when a new estimate is created in QuickBooks Online.

• Trigger
  New invoice

  Polls for newly created invoices, most recent first.

• Trigger
  New or updated customer

  Fires when a QuickBooks customer is created or any of its details change.

• Trigger
  New or updated estimate

  Fires when a QuickBooks estimate is created or edited.

• Trigger
  New or updated invoice

  Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.

• Trigger
  New or updated item

  Fires when a QuickBooks product or service item is created or edited.

• Trigger
  New or updated vendor

  Fires when a QuickBooks vendor is created or any of its details change.

• Trigger
  New paid invoice

  Polls for invoices that are fully paid (Balance = 0), most recently updated first.

• Trigger
  New payment

  Polls for newly created customer payments, most recent first.

• Action
  Create account

  Create an account in the QuickBooks chart of accounts — name, account type, and detail type.

• Action
  Create bill

  Creates a new bill (accounts payable) for a vendor with a single account-based line item.

• Action
  Create credit memo

  Creates a new credit memo for a customer with a single line item.

• Action
  Create customer

  Creates a new customer in QuickBooks Online.

• Action
  Create estimate

  Create a QuickBooks Online estimate (quote) for a customer.

• Action
  Create expense (purchase)

  Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.

• Action
  Create invoice

  Creates a new invoice for a customer with a single line item.

• Action
  Create item (product/service)

  Creates a new product or service item.

• Action
  Create journal entry

  Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.

• Action
  Create payment

  Records a customer payment, optionally applied against a specific invoice.

• Action
  Create refund receipt

  Creates a new refund receipt for a customer with a single line item.

• Action
  Create sales receipt

  Creates a new sales receipt for a customer with a single line item.

• Action
  Create vendor

  Creates a new vendor in QuickBooks Online.

• Action
  Delete bill

  Permanently delete a QuickBooks bill by Id.

• Action
  Delete credit memo

  Permanently delete a QuickBooks credit memo by Id.

• Action
  Delete estimate

  Permanently delete a QuickBooks estimate by Id.

• Action
  Delete invoice

  Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.

• Action
  Delete sales receipt

  Permanently delete a QuickBooks sales receipt by Id.

• Action
  Find account by name

  Look up an account in the QuickBooks chart of accounts by its name.

• Action
  Find customer by name

  Searches for a customer by display name and returns its Id and SyncToken.

• Action
  Find invoice by number

  Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.

• Action
  Find item by name

  Look up a QuickBooks product or service item by its name.

• Action
  Find vendor by name

  Look up a QuickBooks Online vendor by display name.

• Action
  Get bill balance

  Returns the outstanding balance for a bill by its Id.

• Action
  Get customer by ID

  Retrieves a single customer by its Id.

• Action
  Get estimate by ID

  Retrieve a QuickBooks Online estimate by its ID.

• Action
  Get estimate PDF

  Download the rendered PDF of a QuickBooks estimate by Id.

• Action
  Get invoice by ID

  Retrieves a single invoice by its Id, including its balance.

• Action
  Get invoice PDF

  Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.

• Action
  List accounts

  List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.

• Action
  List attachments

  List the files attached to a QuickBooks transaction or record, with their download links.

• Action
  List employees

  List employees recorded in QuickBooks Online.

• Action
  List items

  List products and services (items) defined in QuickBooks Online.

• Action
  Pay bill

  Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.

• Action
  Run query

  Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.

• Action
  Send estimate

  Email a QuickBooks Online estimate to the customer.

• Action
  Send invoice

  Emails an invoice to the supplied email address (or the invoice's billing email if omitted).

• Action
  Update customer

  Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.

• Action
  Update estimate

  Update an existing QuickBooks estimate by Id, changing only the fields supplied.

• Action
  Update invoice

  Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.

• Action
  Update item

  Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.

• Action
  Update vendor

  Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.

• Action
  Upload attachment

  Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.

• Action
  Void invoice

  Voids an existing invoice. Requires the invoice Id and current SyncToken.

• Action
  Void payment

  Voids an existing customer payment. Requires the payment Id and current SyncToken.

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