Paymo + Trello

Create new Trello boards for updated Paymo clients

Effortlessly keep track of new clients in Paymo by creating a corresponding Trello board for each one. With this workflow, whenever a new client is added in Paymo, a Trello board will be created to help you manage tasks and projects related to that client. Stay organized and ensure nothing slips through the cracks by having a designated space for each client's information and tasks.

When this happens...
New Client
Triggers when a new client is created in Paymo.
TriggerInstant
automatically do this!
Create Board
Triggers when a new board is added.
ActionWrite

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Supported triggers and actions

What does this mean?

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
- NameRequired
- Email
- Address
- City
- State
- Postal Code (ZIP)
- Country
- Phone
- Fax
- Website
- Fiscal Information
Action
Write
- Template
- ClientRequired
- Status
- CurrencyRequired
- 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
- ItemRequired
- Description
- Price/UnitRequired
- QuantityRequired
Action
Write
- ProjectRequired
- NameRequired
Action
Write
- ProjectRequired
- Task ListRequired
- TaskRequired
- Start TimeRequired
- End TimeRequired
- Description
Action
Write
- NameRequired
- Project Id
- Exact Match
Action
Search
- Board
- List
- Filter
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
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
- ProjectRequired
Trigger
Instant
Try It
- ClientRequired
- NameRequired
- AmountRequired
- CurrencyRequired
- Date
- Notes
Action
Write
- ClientRequired
- NameRequired
- Description
- Budget Hours
- Billable
- Price Per Hour
- Color
- Team Members
- Project Managers
Action
Write
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Priority
- Start Date
- Due Date
- Budget Hours
- Price Per Hour
- Assigned Users
- Billing Type
- Price
- Cost
- Invoiced
Action
Write
- EmailRequired
- Exact Match
Action
Search
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- ActivityRequired
Trigger
Instant
Try It
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Card Due Date
- Due Complete
- Card Position
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

About Paymo

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

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Paymo + Trello

Create new Trello boards for updated Paymo clients

New Client

New Estimate

New Invoice

New Report

New Task

Timer Started

User

Project

Update Client

Client

Update Task

Task

Create Client

Email

Address

City

State

Postal Code (ZIP)

Country

Phone

Fax

Website

Fiscal Information

Create Invoice

Template

ClientRequired

Status

CurrencyRequired

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

ItemRequired

Description

Price/UnitRequired

QuantityRequired

Create Task List

ProjectRequired

NameRequired

Create Time Entry

ProjectRequired

Task ListRequired

TaskRequired

Start TimeRequired

End TimeRequired

Description

Find Task

NameRequired

Project Id

Exact Match

New Card

Board

List

Filter

New Comment in Card

Board

List

Card

Card Moved to List

BoardRequired

ListRequired

Card

Card Updated

BoardRequired

CardRequired

New Label