Paymo + Teamleader Focus

Paymo + Teamleader Focus integrations

Create Paymo clients from new Teamleader Focus contacts in real-time

Effortlessly manage your contacts and clients by connecting Teamleader Focus and Paymo. This automation is designed to streamline your workflow and save time by creating a new client in Paymo whenever a new contact is added in Teamleader Focus. Keep your client information consistent and up-to-date across both platforms without any manual effort.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Teamleader Focus and Paymo

Discover other triggers and actions you can use with Teamleader Focus and Paymo

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
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
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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

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
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 Paymo

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

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About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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