Import contacts from Xero to your Paymo account as clients
Zapier can help you automatically adding Xero contacts as clients to your Paymo account, to keep both accounts in sync and on the same page.
Zapier can help you automatically adding Xero contacts as clients to your Paymo account, to keep both accounts in sync and on the same page.
- When this happens...New Contact
Triggers when you add a new contact.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Create Client
Creates a new client.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Client
Triggers when a new client is created in Paymo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when a new estimate is created in Paymo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created in Paymo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Report
Triggers when a new report is created in Paymo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Email
Address
City
State
Postal Code (ZIP)
Country
Phone
Fax
Website
Fiscal Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task ListRequired
TaskRequired
Start TimeRequired
End TimeRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Id
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Welcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Client Contact
Triggers when a new client contact is created in Paymo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task List
Triggers when a new task list is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ClientRequired
NameRequired
AmountRequired
CurrencyRequired
Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
NameRequired
Description
Budget Hours
Billable
Price Per Hour
Color
Team Members
Project Managers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task ListRequired
NameRequired
Description
Priority
Start Date
Due Date
Budget Hours
Price Per Hour
Assigned Users
Billing Type
Price
Cost
Invoiced
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app
Simple online project management application that bundles task management, time tracking and invoicing
Related categories
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.