Holded + Paymo Integration

Connect Holded to Paymo - Automate your workflows in 1-click

Make use of Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Paymo automations to improve team communication and gain real-time visibility into project progress. Combine the benefits of both with Integrately’s Holded + Paymo integration.

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Ready Workflows For Holded + Paymo Integration

Just click on the workflow you want to automate

When Task is updated in Paymo > Check any condition > Create contact in Holded

Paymo + Holded Integration

Activate

When Task is updated in Paymo > Check any condition > Create employee in Holded

Paymo + Holded Integration

Activate

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Create Your Own Holded & Paymo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Purchase is created in Holded
Triggers the automation whenever a new purchase is created
Invoice is created in Holded
Triggers the automation whenever any invoice is added or modified
Client is created in Paymo
Triggers the automation whenever a new client is created
Instant
Client is updated in Paymo
Triggers the automation whenever a client's information is updated
Instant
Task is created in Paymo
Triggers the automation whenever a new task is created
Instant
Task is updated in Paymo
Triggers the automation whenever any task is updated
Instant
Time entry is created in Paymo
Triggers the automation whenever a new time entry is created
Instant
Time entry is updated in Paymo
Triggers the automation whenever a time entry is updated
Instant
Report is created in Paymo
Triggers the automation whenever a report is created
Instant
Report is updated in Paymo
Triggers the automation whenever a report is updated
Instant
Timer is started in Paymo
Triggers the automation whenever a timer is started
Instant
Timer is stopped in Paymo
Triggers the automation whenever the timer is stopped
Instant
Task list is created in Paymo
Triggers the automation whenever a new task list is created
Instant
Task list is updated in Paymo
Triggers the automation whenever a task list is updated
Instant
Project is created in Paymo
Triggers the automation whenever a new project is created
Instant
Project is updated in Paymo
Triggers the automation whenever a project is updated
Instant
Invoice is created in Paymo
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in Paymo
Triggers the automation whenever an invoice is updated
Instant

Create contact in Holded
Automatically adds a new contact to the database
Search contact by email in Holded
Automatically finds and retrieves contact information using their email address
Update contact in Holded
Automatically updates contact information with new details
Search contact by phone in Holded
Automatically find information about a contact using the phone number
Create sales invoice in Holded
Automatically generates a new sales invoice with pre-filled details
Create purchase invoice in Holded
Automatically generates a purchase invoice for a sales transaction
Create deal in Holded
Automatically generates a new deal with
Create credit note in Holded
Automatically generates a credit note for returned items
Mark invoice as paid in Holded
Automatically updates invoice status to paid
Send invoice in Holded
Automatically generates and send invoices to clients
Create sales receipt in Holded
Automatically generates and send sales receipts to customers
Mark credit note as paid in Holded
Automatically updates credit note status to paid when payment is received
Create quote in Holded
Automatically generates a new quote with pre-filled information
Create sales order in Holded
Automatically generates a new sales order with pre-filled details
Create product in Holded
Automatically generates and launch new products
Create event in Holded
Automatically adds a new contact to the contact list
Create payment in Holded
Automatically generates and process a payment transaction
Create employee in Holded
Automatically adds a new contact to the contact list
Create task in Paymo
Automatically creates a new task
Update task in Paymo
Automatically updates the task with new information or changes
Search task in Paymo
Automatically searches for a task
Create time entry in Paymo
Automatically creates a new time entry without manual input
Create client in Paymo
Automatically generates a new client profile
Create project in Paymo
Automatically creates a new project
Create expense in Paymo
Automatically generates a new expense record
Create task list in Paymo
Automatically creates a new task list
Create Invoice in Paymo
Automatically generates invoices for sales transactions

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Holded & Paymo In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Holded or Paymo With 1200+ Other Apps

Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.

See Holded Integrations

Paymo helps teams and freelancers get organized, manage time and get paid faster. With Paymo, you can create projects and define team members, tasks and subtasks, set task priorities, bill your clients and track time all in one place.

See Paymo Integrations