Manage Paymo projects, tasks, time entries, clients, invoices, estimates, expenses, bookings, milestones, reports and users.
Explore 128 workflow actions for Paymo, including account permissions and operation limits.
53 read actions75 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Creating a booking
Write
Creating a booking. Paymo requires user_task_id, start_date, end_date, hours_per_day when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a client
Write
Creating a client. Paymo requires name when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a client contact
Write
Creating a client contact. Paymo requires name, client_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a comment
Write
Creating a comment. Paymo requires content, thread_id, task_id, discussion_id, file_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a discussion
Write
Creating a discussion. Paymo requires name, project_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a milestone
Write
Creating a milestone. Paymo requires name, project_id, due_date when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a project
Write
Creating a project. Paymo requires name when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a project status
Write
Creating a project status. Paymo requires name when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a project template
Write
Creating a project template. Paymo requires name when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a report
Write
Creating a report.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a subtask
Write
Creating a subtask. Paymo requires name, task_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a task
Write
Creating a task. Paymo requires name, tasklist_id, project_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a task assignment
Write
Creating a task assignment. Paymo requires user_id, task_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a task list
Write
Creating a task list. Paymo requires name, project_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a task recurring profile
Write
Creating a task recurring profile. Paymo requires name, project_id, task_id, frequency, interval, recurring_start_date when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a time entry
Write
Creating a time entry. Paymo requires task_id, date, duration, start_time, end_time when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a workflow
Write
Creating a workflow. Paymo requires name when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating a workflow status
Write
Creating a workflow status. Paymo requires name, color, workflow_id when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating an estimate
Write
Creating an estimate. Paymo requires client_id, currency when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating an estimate template
Write
Creating an estimate template. Paymo requires name when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating an expense
Write
Creating an expense. Paymo requires client_id, currency, amount when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating an invoice
Write
Creating an invoice. Paymo requires client_id, currency when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating an invoice recurring profile
Write
Creating an invoice recurring profile. Paymo requires client_id, currency, frequency, start_date when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creating an invoice template
Write
Creating an invoice template. Paymo requires name when creating (some are alternatives).
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a booking
Write
Deleting a booking.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a client
Write
Deleting a client.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a client contact
Write
Deleting a client contact.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a comment
Write
Deleting a comment.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a discussion
Write
Deleting a discussion.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a milestone
Write
Deleting a milestone.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a project
Write
Deleting a project.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a project status
Write
Deleting a project status.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a project template
Write
Deleting a project template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a report
Write
Deleting a report.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a subtask
Write
Deleting a subtask.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a task
Write
Deleting a task.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a task assignment
Write
Deleting a task assignment.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a task list
Write
Deleting a task list.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a task recurring profile
Write
Deleting a task recurring profile.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a time entry
Write
Deleting a time entry.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a user
Write
Deleting a user.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a workflow
Write
Deleting a workflow.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting a workflow status
Write
Deleting a workflow status.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting an estimate
Write
Deleting an estimate.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting an estimate template
Write
Deleting an estimate template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting an expense
Write
Deleting an expense.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting an invoice
Write
Deleting an invoice.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting an invoice recurring profile
Write
Deleting an invoice recurring profile.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deleting an invoice template
Write
Deleting an invoice template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Getting a booking
Read
Getting a booking.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a client
Read
Getting a client.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a client contact
Read
Getting a client contact.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a comment
Read
Getting a comment.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a discussion
Read
Getting a discussion.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a milestone
Read
Getting a milestone.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a project
Read
Getting a project.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a project status
Read
Getting a project status.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a project template
Read
Getting a project template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a report
Read
Getting a report.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a subtask
Read
Getting a subtask.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a task
Read
Getting a task.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a task assignment
Read
Getting a task assignment.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a task list
Read
Getting a task list.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a task recurring profile
Read
Getting a task recurring profile.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a time entry
Read
Getting a time entry.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a user
Read
Getting a user.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a workflow
Read
Getting a workflow.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting a workflow status
Read
Getting a workflow status.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting an estimate
Read
Getting an estimate.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting an estimate template
Read
Getting an estimate template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting an expense
Read
Getting an expense.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting an invoice
Read
Getting an invoice.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting an invoice recurring profile
Read
Getting an invoice recurring profile.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting an invoice template
Read
Getting an invoice template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting bookings
Read
Getting bookings.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting client contacts
Read
Getting client contacts.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting clients
Read
Getting clients.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting comments
Read
Getting comments.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting company info
Read
Getting company info.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting discussions
Read
Getting discussions.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting estimates
Read
Getting estimates.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting expenses
Read
Getting expenses.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting invoice recurring profiles
Read
Getting invoice recurring profiles.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting invoices
Read
Getting invoices.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting milestones
Read
Getting milestones.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting projects
Read
Getting projects.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting reports
Read
Getting reports.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting subtasks
Read
Getting subtasks.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting task assignments
Read
Getting task assignments.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting task lists
Read
Getting task lists.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting task recurring profiles
Read
Getting task recurring profiles.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting tasks
Read
Getting tasks.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting time entries
Read
Getting time entries.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting users
Read
Getting users.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting workflow statuses
Read
Getting workflow statuses.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Getting workflows
Read
Getting workflows.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Listing estimate templates
Read
Listing estimate templates.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Listing estimate templates from Paymo library
Read
Listing estimate templates from Paymo library.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Listing invoice templates
Read
Listing invoice templates.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Listing invoice templates from Paymo library
Read
Listing invoice templates from Paymo library.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Listing project statuses
Read
Listing project statuses.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Listing project templates
Read
Listing project templates.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
Updating a booking
Write
Updating a booking.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a client
Write
Updating a client.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a client contact
Write
Updating a client contact.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a comment
Write
Updating a comment.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a discussion
Write
Updating a discussion.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a milestone
Write
Updating a milestone.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a project
Write
Updating a project.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a project status
Write
Updating a project status.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a project template
Write
Updating a project template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a report
Write
Updating a report.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a subtask
Write
Updating a subtask.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a task
Write
Updating a task.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a task assignment
Write
Updating a task assignment.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a task list
Write
Updating a task list.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a task recurring profile
Write
Updating a task recurring profile.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a time entry
Write
Updating a time entry.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a user
Write
Updating a user.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a workflow
Write
Updating a workflow.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating a workflow status
Write
Updating a workflow status.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating an estimate
Write
Updating an estimate.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating an estimate template
Write
Updating an estimate template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating an expense
Write
Updating an expense.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating an invoice
Write
Updating an invoice.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating an invoice recurring profile
Write
Updating an invoice recurring profile.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating an invoice template
Write
Updating an invoice template.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updating company
Write
Updating company.
Permissions and limits
Account permissions
A Paymo API key (My Account) for a user who can see or change the object
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Paymo. A saved workflow is not a completed provider action.
Issues & Projects ยท CONNECTION
