involve.me + Paymo

Create tasks in Paymo for new completed submissions in involve.me

Stay organized and streamline your workflow by instantly creating tasks in Paymo whenever a submission is completed in involve.me. This automation takes care of adding new tasks, allowing you to focus on your project management and efficiently tackle incoming tasks without manually entering them. Save time and ensure your team stays on top of completed submissions with this seamless process.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with involve.me and Paymo

Discover other triggers and actions you can use with involve.me and Paymo

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
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
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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
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

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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About Paymo

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

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Project Management

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