bexio + Paymo Integration

Integrate bexio to Paymo in one click, or tell Integrately AI how you want each invoice handled. Track time, update project deliverables, notify your team, and bill clients automatically.

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1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • Paymo
    Client is created in Paymo Instant
  • Paymo
    Client is updated in Paymo Instant
  • Paymo
    Task is created in Paymo Instant
  • Paymo
    Task is updated in Paymo Instant
  • Paymo
    Time entry is created in Paymo Instant
  • Paymo
    Time entry is updated in Paymo Instant
  • Paymo
    Report is created in Paymo Instant
  • Paymo
    Report is updated in Paymo Instant
  • Paymo
    Timer is started in Paymo Instant
  • Paymo
    Timer is stopped in Paymo Instant
  • Paymo
    Task list is created in Paymo Instant
  • Paymo
    Task list is updated in Paymo Instant
  • Paymo
    Project is created in Paymo Instant
  • Paymo
    Project is updated in Paymo Instant
  • Paymo
    Invoice is created in Paymo Instant
  • Paymo
    Invoice is updated in Paymo Instant
Arrow Right
2.
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
  • Paymo
    Create task in Paymo
  • Paymo
    Update task in Paymo
  • Paymo
    Search task in Paymo
  • Paymo
    Create time entry in Paymo
  • Paymo
    Create client in Paymo
  • Paymo
    Create project in Paymo
  • Paymo
    Create expense in Paymo
  • Paymo
    Create task list in Paymo
  • Paymo
    Create Invoice in Paymo

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Ready Workflows Ready Workflows for bexio + Paymo Integration

Create projects from new invoices, track task statuses, update client details, alert your team, and log billing records, all in just one click.

Most popular automationsmost-popular-automations
bexio + Paymo Integration

Create Paymo task for new bexio contact

bexio and Paymo are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in bexio, do you also create a task in Paymo? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your bexio + Paymo flow

Connect your financial records and project boards to messaging tools, task managers, and storage systems. Pick a combination and activate it in one click.

bexio
Paymo
+
AsanaAsana (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
GmailGmail (3)
B
P
A
Add every new bexio invoice project to Paymo, and create a tracking task in Asana.
New bexio invoices instantly generate a project in Paymo and create a corresponding task in Asana so your team starts work immediately.
B
P
A
When a project is created in bexio, set up the project in Paymo and add milestone tasks in Asana.
bexio project creation triggers a Paymo project setup and creates milestone tasks in Asana automatically.
B
P
A
If a bexio company update occurs, update client records in Paymo and assign follow-up tasks in Asana.
Company updates in bexio automatically sync client details in Paymo and schedule review tasks in Asana.

Supported triggers and actions for bexio and Paymo

Mix and match to build the exact automation you need

bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
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Person is created or updated in bexio
Triggers the automation when a person is created or updated
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Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
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Quote is created in bexio
Triggers the automation when a new quote is created
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Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
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Create time tracking in bexio
Creates a new time tracking entry
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Create invoice in bexio
Generates invoices for sales transactions
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Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
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Issue invoice in bexio
Generates and send invoices to clients
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Create person in bexio
Generates a new person
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Search person in bexio
Retrieves information about a person
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Update person in bexio
Updates the information of a person
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Create project in bexio
Creates a new project
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Search project in bexio
Searches for a project
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Get project by ID in bexio
Retrieves project information using the project id
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Update project in bexio
Updates project information
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Create company in bexio
Generates a new company profile with given details
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Search company in bexio
Finds information about a company
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Update company in bexio
Updates company information
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Update product in bexio
Updates product information
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Create product in bexio
Generates and launch new products
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Search product in bexio
Searches for a product
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Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
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Create sales quote in bexio
Generates a new sales quote
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Create sales order in bexio
Generates a new sales order with pre-filled details
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Paymo
Paymo Triggers & Actions
Instant
Client is created in Paymo
Triggers the automation when a new client is created
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Instant
Client is updated in Paymo
Triggers the automation when a client's information is updated
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Instant
Task is created in Paymo
Triggers the automation when a new task is created
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Instant
Task is updated in Paymo
Triggers the automation when any task is updated
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Instant
Time entry is created in Paymo
Triggers the automation when a new time entry is created
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Instant
Time entry is updated in Paymo
Triggers the automation when a time entry is updated
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Instant
Report is created in Paymo
Triggers the automation when a report is created
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Instant
Report is updated in Paymo
Triggers the automation when a report is updated
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Instant
Timer is started in Paymo
Triggers the automation when a timer is started
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Instant
Timer is stopped in Paymo
Triggers the automation when the timer is stopped
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Instant
Task list is created in Paymo
Triggers the automation when a new task list is created
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Instant
Task list is updated in Paymo
Triggers the automation when a task list is updated
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Instant
Project is created in Paymo
Triggers the automation when a new project is created
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Instant
Project is updated in Paymo
Triggers the automation when a project is updated
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Instant
Invoice is created in Paymo
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Paymo
Triggers the automation when an invoice is updated
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Create task in Paymo
Creates a new task
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Update task in Paymo
Updates the task with new information or changes
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Search task in Paymo
Searches for a task
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Create time entry in Paymo
Creates a new time entry without manual input
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Create client in Paymo
Generates a new client profile
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Create project in Paymo
Creates a new project
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Create expense in Paymo
Generates a new expense record
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Create task list in Paymo
Creates a new task list
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Create Invoice in Paymo
Generates invoices for sales transactions
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What can you automate with bexio + Paymo?

Connect your financial accounting records with your project delivery workflows to run operations smoothly.

What you can automate?
🔄
Generate Paymo projects from new bexio invoices
Instantly create a new project in Paymo the moment an invoice is created in bexio. Eliminate manual handoffs between accounting and delivery teams.
📋
Capture every submitted invoice field
Map all available invoice line items, amounts, and client details into your Paymo project records instead of basic names. Your project workspace becomes a comprehensive operational source.
🔔
Alert your team instantly on new sales
Send immediate notifications to your team channel whenever a new bexio invoice or project is created. Ensure project managers and delivery leads stay informed without checking multiple tools.
🔀
Route projects based on invoice amounts
Apply conditional rules to route high-value invoices into priority project workflows while standard invoices follow regular delivery tracks. Tailor your operations automatically.
📝
Keep client records updated across platforms
Automatically sync company profile changes made in bexio directly to your Paymo client directory. Prevent outdated contact information from causing communication errors.
🛡️
Prevent duplicate client entries
Search existing records before creating new entries to ensure clients and projects are updated rather than duplicated. Maintain clean databases across your entire tech stack.
⏱️
Manage billing and project status updates
Track project progress and sync milestone completions as work moves forward. Keep financial records and time-tracking activities perfectly aligned.
🔌
Extend your workflow to team chat
Connect bexio and Paymo with Slack to broadcast project kickoffs and status updates directly to your team communication channels.
And much more...

Who is bexio + Paymo integration for?

Finance and project management teams rely on synchronized data to eliminate administrative delays and maintain accurate delivery tracking.

Finance analysts
Finance analysts
Project managers
Project managers
Client account managers
Client account managers
Operations leads
Operations leads
Delivery teams
Delivery teams
Administrators
Administrators
📈
Finance analysts
You're reviewing financial reports in bexio but your project billing hours in Paymo only update when someone manually reconciles entries, so the revenue numbers you're analyzing are always outdated — this integration means every invoice and project entry syncs automatically and your financial data stays current.
⚡
Project managers
You need to kick off billable work immediately when a client contract is signed, but manual project setup leaves your team waiting hours for administrative handoffs — automating both apps means every new invoice creates a project instantly so billable work starts without delay.
🤝
Client account managers
You answer to clients who expect project milestones to reflect financial agreements instantly, but scattered records cause confusion during status reviews — this integration means client profiles and project scopes stay perfectly aligned across both platforms.
⚙️
Operations leads
The volume of new invoices and client sign-ups is too high for anyone to keep up by hand, leading to missed project setups and billing errors — automating both apps means every transaction populates your project management workspace without manual data entry.
👥
Delivery teams
You own the execution phase and depend on finance to hand over contract details before you can begin tracking time, causing frustrating bottlenecks — this integration means new invoices generate Paymo projects and tasks the moment financial agreements are recorded.
🗂️
Administrators
You need a reliable audit trail of every client contract and project initialization, but manual entry keeps introducing gaps and mismatched records — automating both apps means every transaction and project record is logged accurately from day one.
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Why choose Integrately to automate bexio + Paymo

Build and manage your bexio + Paymo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect bexio + Paymo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect bexio to Paymo?
Frequently Asked Questions
You can connect bexio to Paymo instantly using 1-click automation or ask Integrately AI to build your custom workflow. Select a ready template, link your accounts with bexio and Paymo, and add supporting apps like Slack or Google Drive in minutes.
Can I automatically create a Paymo project when a bexio invoice is generated?
Frequently Asked Questions
Can I connect bexio, Paymo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Paymo?
Frequently Asked Questions
How does bexio handle invoice data when syncing to Paymo?
Frequently Asked Questions
How are project updates handled in Paymo through automation?
Frequently Asked Questions
Do I need coding skills to automate bexio and Paymo?
Frequently Asked Questions
Is the bexio and Paymo integration free?
Frequently Asked Questions
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You Can Also Connect bexio or Paymo With 1500+ Other Apps

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