Commerce
Paymo
26 min
paymo is a project management app offering task tracking, time tracking, invoicing, and team collaboration integrating paymo with make com enables automated project creation, time entry syncing, and streamlined invoice management between paymo and other business tools this is ai generated content based on official paymo documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www paymoapp com/contact/ directly requirements to use the paymo app in make, you must have an active paymo account with valid login credentials, https //www paymoapp com/ for subscription, refer to the https //www paymoapp com/ connect paymo and {{product name}} to get started, you must first create a connection between paymo and {{product name}} , allowing the two services to communicate obtain your api key in your paymo account create the connection in make obtain your api key in your paymo account before you create the connection in {{product name}} , you should first obtain your api key in your paymo account to obtain your api key click on your profile picture in the bottom left corner click on my settings click on api keys copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help paymoapp com/en/user settings/how do api keys work create the connection in {{product name}} https //www make com/en/register , add the paymo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your paymo account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page paymo modules after connecting to the paymo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client record to your account create a project creates a new project within your selected workspace create a task creates a new task in your selected project or workspace create a task list creates a new list to organize and manage tasks create a time entry creates a new record of time spent on a specific task or activity create an invoice generates a new invoice record in your account delete a client deletes the client record you specify from your account delete a project permanently removes the selected project from your account delete a task deletes a specific task that you select from your list delete a task list permanently removes the selected task list from your account delete a time entry deletes a selected time entry from your account delete an invoice deletes the selected invoice from your account get a client retrieves detailed information about a specific client based on the provided identifier get a project retrieves detailed information about a specific project based on its identifier get a task retrieves detailed information about a specific task you select get a task list retrieves detailed information about a particular task list you specify get a time entry retrieves detailed information about a specific time entry get an invoice retrieves detailed information for a specific invoice based on its identifier list clients retrieves a list of all clients stored in your account list invoices retrieves a list of all invoices from your account list projects retrieves a list of all available projects in your account list task lists retrieves and displays all available task lists from your account list tasks retrieves a list of all tasks from your account list time entries retrieves a detailed list of recorded time entries for your account make an api call executes a custom api request to the connected service using your authorized credentials update a client updates the details of a selected client record update a project updates the details of a selected project with new or modified information update a task updates the details of a selected task with new information update a task list updates the details of a selected task list, such as its name or description update a time entry updates the details of a selected time entry, such as its duration, description, or associated project update an invoice updates the details of a selected invoice, such as amount, date, or recipient information watch new clients triggers when a new client record is added to your account watch new invoices triggers when a new invoice is generated in your account watch new projects triggers when a new project is added to your account watch new task lists triggers when a new task list is created in your account watch new tasks triggers when a new task is added to your account watch new time entries triggers when a new time entry is added to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} paymo resources you can have access to more resources related to this app on the following links https //community make com/search?q=paymo https //www paymoapp com/ https //github com/paymoapp/api https //www make com/en/integrations/paymo