Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.
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
It's easy to connect Zoho Mail + Paymo without coding knowledge. Start creating your own business flow.
Triggers whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
Triggers when a new client is created.
Triggers when a new client contact is created
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new report is created.
Triggers when a new task is created.
Triggers when a new task list is created.
Triggers when a new time entry is created.
Triggers when a task is updated.
Triggers when a time entry is updated.
Draft and send a new email message.
Creates a client.
Creates a expense.
Creates an invoice.
Creates a new project.
Creates a task.
Creates a task list.
Creates a time entry.
Zoho Mail is a suite of online applications that can help you run your business better. It offers email, calendar, contacts, tasks and fpders as well as other utilities. You can access Zoho Mail from anywhere as long as you’re connected to the Internet. In addition to supporting Outlook and Google Apps, it provides a complete web mail experience with fully customizable themes. There are hundreds of free add-on apps available from the Marketplace. The apps extend the features of the applications and make the Zoho Mail experience more robust and feature rich.
Paymo is a SaaS (Software as a Service. spution for professional services firms that makes it easy for firms to manage cash flow and workflows. It helps accountants and lawyers keep track of expenses and billable hours by automating the complicated paper-based process. It also helps them focus on high-value activities like client service and relationship building.
Integrating Zoho mail and Paymo can be beneficial to businesses and professionals because it will simplify their financial management and billing processes, allowing them to focus more on important things like client relationship building.
The integration will help users save time and energy by eliminating duplicate entry of data into the system. It will also allow them to generate invoices directly from Zoho mail once sufficient expenses have been recorded which will save time as well as eliminate errors in data entry.
There are numerous benefits of integrating Zoho mail and Paymo such as:
· Users can create invoices directly from Zoho Mail which is designed for efficient cplaboration.
· It will help users manage expenses for each client more efficiently by letting them track the expenses per client, allowing them to make more informed decisions regarding billing.
· Since users can generate invoices directly from the software they do not have to go through tedious steps of exporting data into different software then importing data into yet another software. This greatly simplifies the process of managing expenses.
There are several reasons why small firm owners should consider using Paymo which include its simplicity, powerful yet easy-to-use interface, automatic expense tracking, auto-generated invoices, streamlined payment processing, automated reminders, full support for custom fields, invoice scheduling, detailed reports with charts, support for multiple currencies, flexible billing method, systematic cash flow management with exportable reports.
The process to integrate Zoho Mail 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.