Mojo + Paymo

Mojo + Paymo integrations

Create Paymo clients from new Mojo activities

Effortlessly manage your client list with this seamless workflow between Mojo and Paymo. Whenever there's a new activity in Mojo, this automation will create a new client in Paymo, ensuring your client database stays up-to-date and organized. Streamline your task management and focus on what matters most in your business.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Mojo and Paymo

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

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
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

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
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
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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

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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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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