Paymo + Roll Integration

Q: How can I automate project creation between Paymo and Roll?

You can automatically create a project in Roll whenever a new project is created in Paymo. Start with a ready automation in one click or customise the workflow using Integrately AI.

Q: Can I connect Paymo, Roll, and Slack?

Yes, you can connect Paymo, Roll, and Slack together in a multi-step automation. Trigger actions across both core apps and notify your team on Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Paymo and Roll?

Integrately is a powerful and cost-effective alternative for connecting Paymo and Roll. Enjoy 20 million+ templates, 24/5 live chat support, and 3x to 10x lower costs.

Q: How does Paymo handle project and task data during integration?

Paymo triggers tasks and projects when created or updated, sending exact details to your connected apps. You can use ready workflows to sync these updates without manual entry.

Q: How does Roll manage company and project records in automation?

Roll creates or searches companies and projects when automated events occur. Ready workflows handle these operations smoothly to keep your records up to date.

Q: Can I set up Paymo and Roll automations without coding?

You can connect Paymo and Roll without any coding skills using ready-made templates and Integrately AI. Build custom workflows simply by describing what you need.

Q: Is the Paymo and Roll integration free?

The Paymo and Roll integration is available on Integrately with a free forever plan. You can start automating your workflows instantly without a credit card.

Integrate Paymo to Roll in one click, or tell Integrately AI how you want each project handled. Manage projects, track sales, update your CRM, and sync time records automatically.

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Free forever.

Use premium features free for 14 days.

Client is created in Paymo Instant
Client is updated in Paymo Instant
Task is created in Paymo Instant
Task is updated in Paymo Instant
Time entry is created in Paymo Instant
Time entry is updated in Paymo Instant
Report is created in Paymo Instant
Report is updated in Paymo Instant
Timer is started in Paymo Instant
Timer is stopped in Paymo Instant
Task list is created in Paymo Instant
Task list is updated in Paymo Instant
Project is created in Paymo Instant
Project is updated in Paymo Instant
Invoice is created in Paymo Instant
Invoice is updated in Paymo Instant
Company is created in Roll
Task is created in Roll
Project is created in Roll
Time record is created in Roll

Create task in Paymo
Update task in Paymo
Search task in Paymo
Create time entry in Paymo
Create client in Paymo
Create project in Paymo
Create expense in Paymo
Create task list in Paymo
Create Invoice in Paymo
Create company in Roll
Search company in Roll
Create project in Roll
Search project in Roll
Create time record in Roll

Trusted by experts at...

Ready Workflows for Paymo + Roll Integration

Create projects, sync time records, track sales, manage deliverables, and update your CRM, all in just one click.

Create Paymo task for new Roll task

There is variety of project management softwares available on the market, each with its own advantages and disadvantages. As a result, many businesses find it useful to use two different project management software to get the best results.

For example, one software might be better for tracking tasks and deadlines, while another might be better for managing finances. By using both software, businesses can ensure that all aspects of their projects are being effectively managed. But of course, using two different project management software can also be challenging, as it requires careful coordination between the two systems.

This is where Roll - Paymo integration come to your rescue. It automatically creates a new task in Paymo whenever a new task is created in Roll. This way, you can be sure that all your tasks are being tracked and managed effectively, without having to waste time manually transferring data between the two systems.

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Create Paymo projectmanagementlist for new Roll task

Roll + Paymo Integration

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1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Paymo + Roll flow

Send project notifications, log documents in storage, update accounting records, and alert your team after your core apps finish. Pick a combination and activate it in one click.

Slack (8)

Trello (8)

Google Drive (8)

QuickBooks Online (8)

Gmail (8)

Stripe (8)

Create a Roll project from every new Paymo project, and notify your team instantly on Slack

New Paymo projects appear in Roll within seconds and your team hears about it in Slack, so nobody misses a project handoff.

Log every new Paymo time entry in Roll, and alert your team on Slack

Paymo time logs automatically sync to Roll as time records while Slack notifies your team, eliminating manual tracking errors.

When a Roll project is created, update the Paymo project status and post an update in Slack

Roll projects trigger updates in Paymo while Slack notifies your team, ensuring operational and CRM alignment.

Create a Roll project for every new Paymo task, and confirm it in Slack

New Paymo tasks instantly generate Roll projects while Slack notifies your team, keeping sales and delivery aligned.

If a new Paymo task is urgent, create a Roll company and alert management in Slack

Urgent Paymo tasks trigger priority company records in Roll while Slack alerts management instantly.

When a Roll time record is created, log the update in Paymo and notify your finance channel in Slack

Roll time records update Paymo time entries automatically while Slack alerts your finance team.

Use Claude to summarise every new Paymo project description, save the summary in Roll, and post the brief in Slack

Claude parses Paymo project briefs, saves structured summaries in Roll, and posts updates in Slack.

Turn every new Paymo invoice into a Roll company record, create the tracking card in Trello, and announce it in Slack

Paymo invoices generate Roll company records and Trello tracking cards while Slack announces the sale.

When a Paymo project is created, create a Roll project and add a tracking card in Trello

Paymo projects automatically generate Roll project records and corresponding Trello tracking cards.

Log every new Paymo time entry in Roll and create a tracking card in Trello

Paymo time entries populate Roll time records and create Trello review cards simultaneously.

When a Roll project is created, update Paymo tasks and create a progress card in Trello

Roll project creation updates Paymo tasks and opens tracking cards in Trello automatically.

Turn every new Paymo task into a Roll project and create a matching Trello card

Paymo tasks generate Roll projects and Trello cards instantly to streamline kickoff meetings.

If a new Paymo project is billable, create a Roll company and add a billing card in Trello

Billable Paymo projects create Roll companies and specific billing cards in Trello automatically.

When a Roll time record is created, log the entry in Paymo and archive the Trello card

Roll time records update Paymo entries and update corresponding Trello task cards.

Use Gemini to extract project scope from Paymo, create a Roll project, and add a review card in Trello

Gemini analyses Paymo project scopes, creates Roll projects, and adds structured Trello cards.

When a Paymo invoice is created, make a Roll company, log a Google Sheets row, and create a Trello card

Paymo invoices generate Roll company records, Google Sheets bookkeeping rows, and Trello cards.

When a Paymo project is created, create a Roll project and a project brief in Google Drive

Paymo projects automatically create Roll project entries and Google Drive documentation files.

Log every new Paymo time entry in Roll and save a timesheet file in Google Drive

Paymo time entries populate Roll time records and generate Google Drive timesheet documents.

When a Roll project is created, update Paymo tasks and create a project folder in Google Drive

Roll projects update Paymo tasks and organise dedicated Google Drive folders automatically.

Turn every new Paymo task into a Roll project and save task specifications in Google Drive

Paymo tasks generate Roll projects and detailed Google Drive specification documents.

If a Paymo project has high budget, create a Roll company and store contract files in Google Drive

High-budget Paymo projects create Roll companies and secure Google Drive contract documents.

When a Roll time record is created, log the entry in Paymo and generate a Google Drive report

Roll time records update Paymo entries and compile Google Drive timesheet reports.

Use ChatGPT to summarise Paymo milestones, create a Roll project, and save the summary in Google Drive

ChatGPT summarises Paymo project milestones, creates Roll projects, and saves Google Drive briefs.

When a Paymo invoice is created, make a Roll company, send a Gmail receipt, and save the PDF in Google Drive

Paymo invoices create Roll companies, send Gmail receipts, and archive PDFs in Google Drive.

When a Paymo invoice is created, create a Roll company and generate a QuickBooks Online invoice

Paymo invoices automatically establish Roll company records and QuickBooks Online invoices.

When a Paymo client is created, create a Roll company and a QuickBooks Online customer

Paymo clients instantly populate Roll company records and QuickBooks Online customer profiles.

When a Paymo invoice is updated, search for the Roll company and update QuickBooks Online invoices

Paymo invoice updates locate Roll companies and sync invoice changes in QuickBooks Online.

When a Paymo project is created, create a Roll project and a QuickBooks Online estimate

Paymo projects generate Roll projects and detailed QuickBooks Online budget estimates.

If a Paymo invoice total exceeds limit, create a Roll company and a priority QuickBooks Online invoice

High-value Paymo invoices create Roll companies and priority QuickBooks Online invoices.

When a Paymo time entry is created, create a Roll time record and a QuickBooks Online expense

Paymo time entries log Roll time records and create QuickBooks Online billable expenses.

Use Perplexity to review Paymo invoice line items, create a Roll company, and generate QuickBooks invoices

Perplexity reviews Paymo invoices, creates Roll companies, and generates QuickBooks invoices.

When a Paymo invoice is created, make a Roll company, save the PDF in Drive, and create a QuickBooks invoice

Paymo invoices create Roll companies, archive Drive receipts, and generate QuickBooks invoices.

When a Paymo client is created, create a Roll company and send a welcome email in Gmail

Paymo client creation establishes Roll company records and triggers personalised Gmail welcomes.

When a Paymo project is created, create a Roll project and notify the lead via Gmail

Paymo projects trigger Roll project entries and automated project notification emails in Gmail.

When a Paymo invoice is updated, search for the Roll company and send payment details in Gmail

Paymo invoice updates locate Roll companies and trigger automated payment emails in Gmail.

When a Paymo task is created, create a Roll project and send a task assignment email in Gmail

Paymo tasks generate Roll projects and automated task assignment emails in Gmail.

If a new Paymo client is VIP, create a VIP Roll company and send a priority Gmail greeting

VIP Paymo clients create tagged Roll companies and trigger priority Gmail greetings.

When a Paymo invoice is updated, search the Roll company and send payment confirmation in Gmail

Paymo invoice updates locate Roll companies and send payment confirmation emails in Gmail.

Use Claude to draft a custom welcome email for new Paymo clients, create a Roll company, and send via Gmail

Claude drafts custom Paymo client welcomes, creates Roll companies, and sends emails via Gmail.

When a Paymo client is created, make a Roll company, create a Trello card, and send a welcome email in Gmail

Paymo clients create Roll companies, Trello onboarding cards, and welcome emails in Gmail.

When a Paymo invoice is created, create a Roll company and a Stripe customer profile

Paymo invoices automatically establish Roll company records and Stripe customer profiles.

When a Paymo client is created, create a Roll company and generate a Stripe payment link

Paymo client creation establishes Roll company records and generates Stripe payment links.

When a Paymo invoice is updated, search for the Roll company and update Stripe billing details

Paymo invoice updates locate Roll companies and sync billing details in Stripe.

When a Paymo project is created, create a Roll project and set up a Stripe retainer subscription

Paymo projects generate Roll project records and recurring Stripe retainer subscriptions.

If a Paymo invoice currency is USD, create a Roll company and generate a standard Stripe invoice

USD Paymo invoices create Roll companies and standard Stripe invoices automatically.

When a Paymo invoice is updated, search the Roll company and process a Stripe refund if cancelled

Paymo invoice updates locate Roll companies and trigger Stripe refunds for cancellations.

Use ChatGPT to parse Paymo billing line items, create a Roll company, and generate a Stripe invoice

ChatGPT parses Paymo billing items, creates Roll companies, and generates Stripe invoices.

When a Paymo invoice is created, make a Roll company, send a Gmail receipt, and create a Stripe customer

Paymo invoices create Roll companies, send Gmail receipts, and register Stripe customers.

Supported triggers and actions for Paymo and Roll

Mix and match to build the exact automation you need

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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Roll Triggers & Actions

Company is created in Roll

Triggers the automation when a new company is created

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Task is created in Roll

Triggers the automation when a new task is created

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Project is created in Roll

Triggers the automation when a new project is created

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Time record is created in Roll

Triggers the automation when a time record is created

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What can you automate with Paymo + Roll?

Streamline your project management, synchronise client records, and keep your financial data accurate across Paymo and Roll automatically.

Get Started For Free

🚀

Sync Paymo projects directly to Roll

Automatically create a new project in Roll whenever a project is created in Paymo. Keep your team aligned and your project pipeline up to date without manual data entry.

📋

Capture every task detail and subtask

Map all available Paymo task fields and subtask properties into your Roll records. Ensure no project specification or priority level gets left behind during a transfer.

🔔

Alert your team instantly on Slack

Send immediate notifications to your project channel whenever a new client or task is created in Paymo. Keep everyone informed the moment work begins.

🔀

Route records based on project priority

Create high-priority projects in Roll if a Paymo task is marked urgent, or route standard tasks to regular pipelines. Ensure work goes to the right workflow automatically.

🔄

Keep project and task statuses synchronised

Update your Roll project records automatically whenever a task status or task list changes in Paymo. Maintain total visibility across your operational and sales tools.

🔍

Search and update existing client records

Check if a company already exists in Roll before creating a new one when a Paymo client is updated. Prevent duplicate entries and keep your CRM database clean.

💳

Automate actions when invoices are updated

Trigger financial updates in Roll or notify your billing team whenever an invoice status changes to paid in Paymo. Keep your revenue tracking accurate in real time.

📁

Extend your workflow to Google Drive

Create a new project folder in Google Drive automatically whenever a project is created in Paymo and synced to Roll. Keep all project documents organised from day one.

And much more...

Who is Paymo + Roll integration for?

Project managers, finance teams, and business owners streamline their client work, time tracking, and financial reporting effortlessly.

Finance directors

Operations leads

Account managers

Agency directors

Project coordinators

Compliance officers

📊

Finance directors

You're reviewing time entries and billable hours in Paymo but your financial records in Roll only update when someone manually exports reports, so the revenue metrics you're reporting on are always a few hours behind — with this integration, every time entry lands in Roll instantly and your financial dashboard stays current.

⚡

Operations leads

You're setting up new projects in Paymo but your team finds out about client changes too late because details are trapped until someone updates the CRM — automating both apps means every project update appears in Roll immediately and your team starts work without delays.

🤝

Account managers

You're managing client deliverables and milestones in Paymo but your customer records in Roll miss critical progress notes, leaving stakeholders out of the loop — this integration means every project milestone is synced to Roll automatically and clients receive accurate updates on time.

📈

Agency directors

You're handling dozens of client invoices and tasks in Paymo every day but manual data entry causes severe bottlenecks across your sales pipeline — connecting these apps means every invoice creates a Roll record instantly and your team eliminates manual copy-pasting entirely.

🔄

Project coordinators

You're waiting for task lists to be finalised in Paymo before you can create matching records in Roll, leading to constant handover delays — automating both apps means every new task list populates your CRM records instantly and your handovers become completely seamless.

🗂️

Compliance officers

You're tracking client data across Paymo and Roll but missing time entries create auditing gaps in your financial history — with this integration, every record update is logged across both systems securely and your compliance logs remain completely accurate.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Paymo + Roll

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

1,500+ apps connected

Connect Paymo + Roll with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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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.

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Frequently Asked Questions

How do I connect Paymo to Roll?

You can connect Paymo to Roll in just one click using ready-made automations on Integrately. Link your accounts, select a trigger like project creation, and let Integrately AI or ready flows handle the setup.

How can I automate project creation between Paymo and Roll?

Can I connect Paymo, Roll, and Slack?

What is a good Zapier alternative for Paymo and Roll?

How does Paymo handle project and task data during integration?

How does Roll manage company and project records in automation?

Can I set up Paymo and Roll automations without coding?

Is the Paymo and Roll integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Paymo or Roll With 1500+ Other Apps

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Paymo + Roll Integration

Integrate Paymo to Roll in one click, or tell Integrately AI how you want each project handled. Manage projects, track sales, update your CRM, and sync time records automatically.

Trusted by experts at...

Ready Workflows for Paymo + Roll Integration

Create projects, sync time records, track sales, manage deliverables, and update your CRM, all in just one click.

Create Paymo task for new Roll task

Create Paymo projectmanagementlist for new Roll task

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Paymo + Roll flow

Send project notifications, log documents in storage, update accounting records, and alert your team after your core apps finish. Pick a combination and activate it in one click.

Supported triggers and actions for Paymo and Roll

Mix and match to build the exact automation you need

What can you automate with Paymo + Roll?

Streamline your project management, synchronise client records, and keep your financial data accurate across Paymo and Roll automatically.

Who is Paymo + Roll integration for?

Project managers, finance teams, and business owners streamline their client work, time tracking, and financial reporting effortlessly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Paymo + Roll

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Paymo or Roll With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Paymo + Roll Integration

Integrate Paymo to Roll in one click, or tell Integrately AI how you want each project handled. Manage projects, track sales, update your CRM, and sync time records automatically.

Trusted by experts at...

Ready Workflows for Paymo + Roll Integration

Create projects, sync time records, track sales, manage deliverables, and update your CRM, all in just one click.

Create Paymo task for new Roll task

Create Paymo projectmanagementlist for new Roll task

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Paymo + Roll flow

Send project notifications, log documents in storage, update accounting records, and alert your team after your core apps finish. Pick a combination and activate it in one click.

Supported triggers and actions for Paymo and Roll

Mix and match to build the exact automation you need

What can you automate with Paymo + Roll?

Streamline your project management, synchronise client records, and keep your financial data accurate across Paymo and Roll automatically.

Who is Paymo + Roll integration for?

Project managers, finance teams, and business owners streamline their client work, time tracking, and financial reporting effortlessly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Paymo + Roll

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Paymo or Roll With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click