Integration
Connect Paymo and SwagUp
When New Client fires in Paymo, your agent runs Add Funds to Credit Balance in SwagUp, or New or Updated Order in SwagUp to Add client contact in Paymo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Paymo and SwagUp to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Paymo and SwagUp can do together
From Paymo to SwagUp
When New Client in Paymo
then Add Funds to Credit Balance in SwagUp
When New Client Contact in Paymo
then Create a New Recipient in SwagUp
From SwagUp to Paymo
When New or Updated Order in SwagUp
then Add client contact in Paymo
When New or Updated Shipment Status in SwagUp
then Create Task List in Paymo
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Paymo and SwagUp
Triggers and actions 23 triggers · 48 actions
Trigger
New ClientTriggers when a new client is created in Paymo.
Trigger
New Client ContactTriggers when a new client contact is created in Paymo.
Trigger
New EstimateTriggers when a new estimate is created in Paymo.
Trigger
New ExpenseTriggers when a new expense is created in Paymo.
Trigger
New InvoiceTriggers when a new invoice is created in Paymo.
Trigger
New ProjectTriggers when a new project is created in Paymo.
Trigger
New ReportTriggers when a new report is created in Paymo.
Trigger
New TaskTriggers when a new task is created in Paymo.
Trigger
New Task ListTriggers when a new task list is created in Paymo.
Trigger
New Time EntryTriggers when a new time entry is logged in Paymo (entries from the last 30 days are checked).
Trigger
Timer StartedTriggers when someone starts a timer in Paymo.
Trigger
Timer StoppedTriggers when a timer is stopped in Paymo, delivering the finished time entry (timers from the last 7 days are checked).
Trigger
Updated ClientTriggers when a client is updated in Paymo.
Trigger
Updated ProjectTriggers when a project is updated in Paymo.
Trigger
Updated TaskTriggers when a task is updated in Paymo.
Trigger
Updated Time EntryTriggers when a time entry is updated in Paymo.
Action
Add client contactCreates a contact person under an existing Paymo client.
Action
Add estimateCreates an estimate for a client in Paymo, including its line items.
Action
Create ClientCreates a new client in Paymo.
Action
Create Task ListCreates a new task list in a Paymo project.
Action
Create Time EntryLogs a new time entry against a Paymo task.
Action
Delete clientDeletes a client in Paymo, along with all of its projects, tasks, task lists and time entries.
Action
Delete expensePermanently deletes an expense in Paymo.
Action
Delete invoicePermanently deletes an invoice in Paymo.
Action
Delete projectDeletes a Paymo project, along with all its task lists, tasks, discussions, files and time entries.
Action
Delete taskDeletes a task, along with all time entries logged for it.
Action
Delete time entryDeletes a time entry (or a running timer) from Paymo.
Action
Find Client by EmailFinds a Paymo client by email address.
Action
Find TaskFinds a Paymo task by name, optionally within one project.
Action
Get clientReturns one Paymo client by its ID, including address, contact details and status.
Action
Get estimateReturns a Paymo estimate by ID, optionally with its line items and related client, invoice or template.
Action
Get expenseReturns a single Paymo expense by its ID, including amount, currency, date, notes, tags and receipt.
Action
Get invoiceReturns a single Paymo invoice by its ID, including totals, status, dates and links; optionally includes its line items, payments, client or template.
Action
Get projectReturns a single Paymo project by its ID, including its client, billing settings and assigned users.
Action
Get time entryReturns a single Paymo time entry by its ID, optionally with its task, user or invoice item.
Action
List client contactsReturns the client contacts in your Paymo account, optionally only those of one client.
Action
List clientsReturns the clients in your Paymo account, optionally filtered to active or archived clients.
Action
List estimatesReturns the estimates in your Paymo account, optionally filtered by client, status or total.
Action
List expensesReturns the expenses in your Paymo account, optionally filtered by client, project, date or invoiced status.
Action
List invoicesReturns the invoices in your Paymo account, optionally filtered by client, status, total or other invoice attributes.
Action
List projectsReturns the projects in your Paymo company, optionally filtered (for example by client, active status or assigned user).
Action
List tasksReturns the tasks in your Paymo account, optionally filtered by project, task list, completion or assignee.
Action
List time entriesReturns time entries from Paymo, optionally filtered by project, task, user, client or a time interval.
Action
Restart timerStarts 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 timerStops a running Paymo timer by setting its end time, turning it into a completed time entry.
Action
Update clientUpdates 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 contactUpdates an existing contact of a Paymo client. Only the fields you fill in are changed.
Action
Update invoiceUpdates an existing Paymo invoice — its dates, client, taxes, text blocks, status or line items. Only the fields you fill in are changed.
Action
Update projectUpdates an existing Paymo project's details, billing settings, assigned users or status. Only the fields you fill in are changed.
Action
Update taskUpdates an existing Paymo task; only the fields you fill in are changed.
Action
Update time entryUpdates an existing Paymo time entry, changing only the fields you fill in (task, user, times, date, duration, description or billed status).
Trigger
Low Credit BalanceTriggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.
Trigger
Low Stock for a ProductTriggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.
Trigger
New or Updated OrderTriggers when an order is created or updated.
Trigger
New or Updated Shipment StatusTriggers when a shipment is created or its delivery status changes.
Trigger
New or Updated Shipment TrackingTriggers when a shipment first gets a tracking number or its tracking number changes.
Trigger
New RedemptionTriggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.
Trigger
Product DeactivatedTriggers when a product in your SwagUp account is deactivated.
Action
Add Funds to Credit BalanceAdds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.
Action
Create a New RecipientCreates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.
Action
Find an OrderReturns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.
Action
Find a Product by NameReturns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.
Action
Find a RecipientReturns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.
Action
Find a ShipmentReturns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.
Action
Find Inventory for ProductsReturns the current inventory of the specified products, including the stock quantity on hand for each size.
Action
Generate a Unique URLCreates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.
Action
Reorder an Existing ProductPlaces a new SwagUp order for more units of a product already in your account, and returns the created order.
Action
Send Multiple Products to an Existing RecipientCreates a shipment that sends several products from your SwagUp inventory to a recipient already in your directory, and returns the new shipment.
Action
Send to a New Recipient Multiple ProductsCreates a new recipient in your SwagUp directory, then sends them several products from your inventory in one shipment. Returns the new shipment and the recipient's id.
Action
Send to Existing RecipientSends one product from your SwagUp inventory to a recipient already in your directory and returns the new shipment.
Action
Update Existing Recipient InformationUpdates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Paymo
Paymo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Paymo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Paymo to StripeStripe is a payment processing platform for online businesses.
Paymo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Paymo to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Paymo to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into SwagUp
Groundhogg to SwagUpCRM and email marketing automation plugin for WordPress, with contact management, segmentation, and campaign...
HubSpot to SwagUpHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SwagUpSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SwagUpSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SwagUpGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SwagUpGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Paymo and SwagUp, answered
What can start an automation from Paymo?
Any of Paymo's 16 triggers in the catalog, including New Client, New Client Contact, New Estimate and New Expense. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SwagUp when something happens in Paymo?
Any of SwagUp's 13 actions, including Create a New Recipient, Send Multiple Products to an Existing Recipient, Send to a New Recipient Multiple Products and Send to Existing Recipient. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SwagUp to Paymo?
Yes. When something happens in SwagUp, your agent can act in Paymo too. This page covers both directions: SwagUp's triggers and Paymo's actions are listed here as well.
Do I have to build a connector for Paymo or SwagUp?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Paymo and SwagUp without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.