Microsoft Dynamics 365 CRM + Paymo

Microsoft Dynamics 365 CRM + Paymo integrations

Create Paymo clients from new Microsoft Dynamics 365 CRM leads for seamless client management

Effortlessly manage your leads and clients with this seamless integration between Microsoft Dynamics 365 CRM and Paymo. When a new lead is added to your CRM, this automation will instantly create a client in Paymo, ensuring that your sales and project management processes stay organized and efficient. Save time and boost productivity by streamlining your lead conversion and client onboarding experience.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Paymo

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Paymo

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Client Contact
Triggers when a new client contact is created in Paymo.
Trigger
Instant
Try It
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

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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 Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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

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