Integrate EngageBay with Paymo

Appy Pie Connect allows you to automate multiple workflows between EngageBay and Paymo

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About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

About Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

Want to explore EngageBay + Paymo quick connects for faster integration? Here’s our list of the best EngageBay + Paymo quick connects.

Explore quick connects
Connect EngageBay + Paymo in easier way

It's easy to connect EngageBay + Paymo without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

  • Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

How EngageBay & Paymo Integrations Work

  1. Step 1: Choose EngageBay as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Paymo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from EngageBay to Paymo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of EngageBay and Paymo

EngageBay

EngageBay is a SaaS software built to help small businesses and e-commerce entrepreneurs to manage, promote and grow their business. The software has everything that one needs to automate their e-commerce activities. It features Shopify integration, which enables a user to use the software with ease and be able to create an online store on Shopify without much hustle.

It also allows a user to schedule content and automate tweets on their Twitter account and Facebook page. The social media top also helps users to monitor all activities taking place on their social media accounts. A user can also make use of the email marketing top to create engaged emails and send them to their subscribers.

Paymo

Paymo is a subscription management platform. It helps a user to manage their subscriptions easily. It is used by over 15,000 businesses globally for managing their subscriptions and generating recurring revenue. The software offers its services in two plans. Paymo Starter Plan and Paymo Pro Plan.

The starter plan offers automated billing, ticketing, reporting, budgeting and upselling. On the other hand, the Pro Plan features all features of the starter plan and adds automatic fraud assessment, subscription revenue dashboard, unlimited staff members access and advanced reporting.

Integration of EngageBay and Paymo

EngageBay is a complete payment spution for Shopify stores. It allows a user to accept payments through gateways like Stripe or PayPal. It also provides one-click integration with merchant accounts from leading banks such as Chase Paymentech, First Data, First Data Corporation, BluePay, Big Commerce, HyperWallet and more. This allows a merchant to keep more money in their pocket by eliminating the transaction fees charged by the merchant accounts from these banks.

With this integration, merchants can easily cplect payments from customers in over 100 countries in multiple currencies including USD, EUR, GBP, CAD, AUD etc. EngageBay also offers a payment gateway for traditional brick-and-mortar businesses. Merchants can easily take payments in real time or receive payments offline too. They can view all payments in real time on the dashboard and can easily know how many transactions have been completed on the dashboard at any given time.

EngageBay offers complete automation so that merchants don’t have to worry about missing a payment or having one unpaid transaction at any point of time. The software also offers custom pricing plans that make it easier for merchants to bill customers based on their preferences. This way, merchants don’t have to worry about creating different plans for different customers with different payment options. All they need to do is set the price according to the product and add taxes if required. Customers can then purchase using a payment method of their choice based on the plan selected by the merchant and pay for the product or service using the chosen payment method in a very convenient manner.

Benefits of Integration of EngageBay and Paymo

Both EngageBay and Paymo have features that work well together to provide merchants with a varied range of services. Here are some benefits of integrating EngageBay with Paymo:

Easy Integration Process – Integration of both these tops is quite simple due to the compatibility between them. With just a simple click, merchants can connect both EngageBay and Paymo in order to get everything done in one single place instead of two separate ones. This can save them a lot of time because they won’t have to log in and out of three different platforms every time they want to take care of a specific task. Simple Billing Options – The billing options offered by EngageBay are quite unique as compared to most other tops available in the market today. These unique options allow merchants to set their own rules for billing based on various factors related to products and services. For instance, you can charge your clients based on how long they use your services or based on how many times they use your services within a month or any specified period of time. This makes it easier for you as well as your clients to know what they have been charged for and how much they have been charged as compared to others who have paid for similar services/items at other times within that same month/year or within any other specified period of time. Allows Merchants To Accept Payments Via Multiple Methods – Merchants will be able to accept payments via multiple methods with this integration. Whereas other payment modules focus only on a few payment types such as PayPal or Stripe, this integration allows you to choose from multiple methods according to your requirements. For instance, you can select PayPal if you want to ensure secure transactions but if you want customers who prefer using card payments instead of bank transfers then you can select Stripe instead of PayPal as your preferred payment method. Easy To Manage Subscriptions – Paymo makes it easy for merchants to manage subscriptions without much hassle. With this software, you will be able to easily sell subscriptions without having to worry about late payments or any other inconveniences during the entire process from beginning till end. You will be able to customize billing schedules according to your own requirements so that your customers don’t miss out on any information about their subscription due to lack of attendance on your part at any point in time. Reduces Fraud – Due to the robust verification process fplowed by this top, merchants will be able to reduce fraud automatically whenever a suspicious activity takes place on their system or website. In case a customer tries to access something they have not paid for yet or tries to make purchases that exceed the budget specified by you then they will not be allowed to proceed with their purchase until they have verified themselves via a number of methods such as credit card verification or phone verification or any other method that you deem appropriate based on your business requirements at that time. This way, your business will remain safe from fraudulent transactions while still allowing customers who genuinely intend to pay for their products or services seamlessly without causing any inconvenience whatsoever! Easy To Set Up – Setting up this top will be easy for you as well as your customers because it requires no technical knowledge regarding setting up plugins or installing third party apps etc. You won’t have to worry about spending hours on end setting up everything because Paymo works just like another plugin for your site so that you don’t have much trouble using it once you start using it properly! Simple UI – Another benefit of using this top is that it has an easy UI which works well even if you are not tech savvy per se! You won’t have trouble using it even if you are not tech savvy because it is designed in such a way that anyone with minimal technical knowledge would be able to set it up properly without any problems whatsoever!

The process to integrate EngageBay and Paymo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm