Connect Paymo and RO App

Both apps 102Paymo 51RO App 51

• 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
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

  Changes the status of an order, optionally with a comment.

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

  Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

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