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  2. Odoo CRM
  3. Integrations
  4. Paymo

Integrate Odoo CRM with Paymo

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

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Odoo CRM Integrations
About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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.

Paymo Integrations

Best ways to Integrate Odoo CRM + Paymo

  • Odoo CRM Integration Paymo Integration

    Odoo CRM + Paymo

    Create Client to Paymo from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Paymo Integration Create Client
  • Odoo CRM Integration Paymo Integration

    Odoo CRM + Paymo

    Create Task to Paymo from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Paymo Integration Create Task
  • Odoo CRM Integration Paymo Integration

    Odoo CRM + Paymo

    Create Task List to Paymo from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Paymo Integration Create Task List
  • Odoo CRM Integration Paymo Integration

    Odoo CRM + Paymo

    Create Expense to Paymo from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Paymo Integration Create Expense
  • Odoo CRM Integration Paymo Integration

    Odoo CRM + Paymo

    Create Project to Paymo from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Paymo Integration Create Project
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Paymo in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Paymo Integrations Work

  1. Step 1: Choose Odoo CRM 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 Odoo CRM to Paymo.

    (2 minutes)

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

Integration of Odoo CRM and Paymo

  • Odoo is a cloud-based open source ERP that can be deployed in an organization to manage business operations such as accounting, marketing, e-commerce, and inventory management. Paymo is a web-based platform that enables users to accept payments online and gives them the freedom to choose their payment methods including credit cards, electronic checks, and traditional methods like bank wires.
  • Odo and Paymo are integrated with each other in such a way that when a customer pays to a merchant in Paymo, the transaction is automatically added to the sales amount of the merchant in Odoo CRM. The integration of Odoo CRM and Paymo makes it easier for merchants to track all their sales information from one place.

  • Merchants can integrate Odoo CRM with Paymo by creating a new customer type in Odoo CRM for each of their customers in Paymo. On the other hand, they will create a new invoice type in Odoo CRM for each of their invoices in Paymo. Then they have to link the two invoice types of Odoo CRM with the customer types of Paymo. Once this is done, any transaction of the customer on Paymo will be reflected in the invoice of the merchant on Odoo CRM.
  • When customers make payments on Paymo, these payment details are automatically added to their invoice on Odoo CRM. This saves time on manually adding the customer's transactions. Also, merchants can access their sales reports on Odoo CRM quickly by using values entered in the values entered in the invoice of Paymo. When the customers make payments through multiple payment methods, merchant can track these payment methods by accessing their sales report through values entered in the invoice on Odoo CRM. This helps them analyze their business data more efficiently than before.

    • Merchants can track all customer transactions, including invoices and payments, with the help of Odoo CRM and Paymo integration. They can access their sales reports on Odoo CRM quickly by using values entered in the invoice of Paymo. This saves time on manually adding the customer's transactions. Also, merchants can track their payment methods by accessing their sales report through values entered in the invoice on Odoo CRM. This helps them analyze their business data more efficiently than before.

    The process to integrate Odoo CRM 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.

    Suggested Integrations