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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from Paymo.

Add your action

An action happens after the trigger—such as "Add Line Item to Invoice" in Bokio.

You’re connected!

Zapier seamlessly connects Paymo and Bokio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- name
- phone
- email
- isDefault
Action
Write
- currency
  Required
- currencyRate
  Required
- Invoice Date
  Required
- Due date
- Description
  Required
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
  Required
- orderReference
- Invoice type
- line1
- line2
- city
- country
- postalCode
- Project Id
  Required
Action
Write
- Title
  Required
- Date
  Required
- Debit
  Required
- Credit
  Required
- Account
  Required
Action
Write
- ID
Action
Search
- name
  Required
Action
Search
- Project Id
  Required
Action
Search
- journalEntryNumber
  Required
Action
Search
- Customer name
  Required
- currency
  Required
- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
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
- Invoice Id
  Required
- Description
  Required
- Quantity
  Required
- Unit price
  Required
- Tax Rate
  Required
- Product type
- Item type
  Required
- Unit Type
Action
Write
- currency
  Required
- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- Description
- Item type
- Product type
- Unit tyoe
- Unit Price
- Tax rate
Action
Write
- Id
  Required
- currency
- currencyRate
- Invoice date
- Due date
- Description
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
- Order reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- ID
Action
Search
- Customer name
  Required
Action
Search
- id
  Required
Action
Search
- name
  Required
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- phone
- email
- isDefault
Action
Search or write

For AI agents & developers

Use Paymo and Bokio with AI agents and code

Beyond Zap workflows. Call Paymo and Bokio actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Paymo and Bokio actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Add Line Item to Invoice

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Paymo and Bokio actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* paymo / bokio action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Paymo and Bokio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Paymo to Bokio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Paymo

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

Learn moreLearn moreHelpHelp

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About Bokio

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.

HelpHelp

Related categories

Accounting

Connect Paymo and Bokio to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Paymo and Bokio with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Paymo and Bokio to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Paymo to Bokio on the world's largest no-code automation platform