Paymo Customerly Integration using AI Agents
Appy Pie Automate allows you to Integrate Paymo and Customerly using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
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.
About Customerly
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Customerly IntegrationsEasily set up Paymo Customerly Integration without coding. Start automating your workflows and Integrate Paymo with Customerly today.
- Triggers
-
New ClientTriggers 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.
-
New LeadTriggers when a new lead is created.
-
New User
Triggers when a new user is created.
- Actions
-
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.
-
Add User Tag
Attach a tag to an existing user or lead.
-
Create or Update Lead
Creates or updates a lead.
-
Create or Update User
Creates or updates a new user.
How Paymo and Customerly Integrations Work
-
Step 1: Choose Paymo as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Customerly as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Paymo to Customerly .
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.