Capsule CRM + Paymo

Capsule CRM + Paymo integrations

Create Paymo clients from new or updated Capsule CRM contacts

Easily manage your clients across platforms with this seamless workflow between Capsule CRM and Paymo. Whenever a new or updated contact is added in Capsule CRM, a client is created in Paymo to help you track progress and tasks related to them. Enhance your productivity and organization without having to manually input data in both platforms.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Capsule CRM and Paymo

Discover other triggers and actions you can use with Capsule CRM and Paymo

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Client Contact
Triggers when a new client contact is created in Paymo.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task List
Triggers when a new task list is created.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- User
- Project
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Project
  Required
Trigger
Instant
Try It
- Client
  Required
- Name
  Required
- Amount
  Required
- Currency
  Required
- Date
- Notes
Action
Write
- Client
  Required
- Name
  Required
- Description
- Budget Hours
- Billable
- Price Per Hour
- Color
- Team Members
- Project Managers
Action
Write
- Project
  Required
- Task List
  Required
- Name
  Required
- Description
- Priority
- Start Date
- Due Date
- Budget Hours
- Price Per Hour
- Assigned Users
- Billing Type
- Price
- Cost
- Invoiced
Action
Write
- Email
  Required
- Exact Match
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Client
Triggers when a new client is created in Paymo.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created in Paymo.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in Paymo.
Trigger
Instant
Try It
New Report
Triggers when a new report is created in Paymo.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- User
- Project
Trigger
Instant
Try It
- Client
Trigger
Instant
Try It
- Task
Trigger
Instant
Try It
- Name
  Required
- Email
- Address
- City
- State
- Postal Code (ZIP)
- Country
- Phone
- Fax
- Website
- Fiscal Information
Action
Write
- Template
- Client
  Required
- Status
- Currency
  Required
- Date
- Due Date
- Tax (Percentage)
- Bill To
- Company Info
- Footer
- Notes
- Outstanding
- Tax Text
- Tax 2 (Percentage)
- Tax on Tax
- Tax 2 Text
- Pay Online
- Item
  Required
- Description
- Price/Unit
  Required
- Quantity
  Required
Action
Write
- Project
  Required
- Name
  Required
Action
Write
- Project
  Required
- Task List
  Required
- Task
  Required
- Start Time
  Required
- End Time
  Required
- Description
Action
Write
- Name
  Required
- Project Id
- Exact Match
Action
Search

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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About Paymo

Simple online project management application that bundles task management, time tracking and invoicing

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Create new Capsule CRM projects for every new project in Paymo

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