Paymo + Xero Integration

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Popular Paymo + Xero Workflows

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Xero + Paymo Integration

Create Paymo task for new Xero contact

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

When you create a contact in Xero, 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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Paymo + Xero Integration
1.
  • 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
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
2.
  • 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
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero
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