Integrating Paymo with pipelinedeals by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Paymo and pipelinedeals
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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 pipelinedeals
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
Integrations for pipelinedealsIt's easy to connect Paymo + pipelinedeals without coding knowledge. Start creating your own business flow.
- Triggers
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New ClientTriggers when a new client is created.
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New Client Contact
Triggers when a new client contact is created
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New Invoice
Triggers when a new invoice is created.
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New Project
Triggers when a new project is created.
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New Report
Triggers when a new report is created.
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New Task
Triggers when a new task is created.
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New Task List
Triggers when a new task list is created.
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New Time Entry
Triggers when a new time entry is created.
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Updated Task
Triggers when a task is updated.
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Updated Time Entry
Triggers when a time entry is updated.
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
- Actions
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Create Client
Creates a client.
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Create Expense
Creates a expense.
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Create Invoice
Creates an invoice.
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Create Project
Creates a new project.
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Create Task
Creates a task.
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Create Task List
Creates a task list.
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Create Time Entry
Creates a time entry.
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
How Paymo & pipelinedeals Integrations Work
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Step 1: Choose Paymo as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick pipelinedeals as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Paymo to pipelinedeals.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.