Gmail + Paymo

Gmail + Paymo integrations

Create drafts in Gmail for new clients in Paymo

When a new client is added in Paymo, streamline your communication process with this workflow. It immediately creates a draft email in your Gmail account, allowing you to efficiently initiate contact with your new clients. Say goodbye to manually toggling between applications, and let this seamless process ensure your client communication is proactive and professional.

When this happens...
New ClientTriggers when a new client is created in Paymo.
TriggerInstant
automatically do this!
Create DraftCreate a draft email message.
ActionWrite

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More things you can do with Paymo and Gmail

Discover other triggers and actions you can use with Paymo and Gmail

New Client
Triggers when a new client is created in Paymo.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created in Paymo.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in Paymo.
Trigger
Instant
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New Report
Triggers when a new report is created in Paymo.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- User
- Project
Trigger
Instant
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- Client
Trigger
Instant
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- Task
Trigger
Instant
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- 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
New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

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
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task List
Triggers when a new task list is created.
Trigger
Instant
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- Project
Trigger
Instant
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- User
- Project
Trigger
Instant
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- Project
Trigger
Instant
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- Project
  Required
Trigger
Instant
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- 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
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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About Paymo

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

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Convert new emails from your Gmail account into Paymo tasks [Business Gmail Accounts Only]

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