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Automate tasks across Paymo with Salesforce

We work with you to understand your business processes, and automate all work between Paymo and Salesforce.

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Businesses save 1,024,504 work hours and $42.7M every month by automating Paymo and Salesforce.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Paymo and Salesforce.

Send a Salesforce notification when Paymo receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Paymo.Get Started
Copy new customer details from Paymo into Salesforce.Get Started
Update the matching Salesforce item when a Paymo status changes.Get Started
Start a review in Salesforce when Paymo flags an exception.Get Started
Summarize new Paymo activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with Paymo and Salesforce using our 42 actions.
Can’t find what you need? Let us know.

Create ClientCreateCreates a client in Paymo.
Get ClientReadRetrieves a client from Paymo.
List ClientsReadRetrieves clients from Paymo.
Update ClientUpdateUpdates an existing client in Paymo.
Create ProjectCreateCreates a project in Paymo.
Get ProjectReadRetrieves a project from Paymo.
List ProjectsReadRetrieves projects from Paymo.
Update ProjectUpdateUpdates an existing project in Paymo.
Create TaskCreateCreates a task in Paymo.
Get TaskReadRetrieves a task from Paymo.
List TasksReadRetrieves tasks from Paymo.
Update TaskUpdateUpdates an existing task in Paymo.
Create Task ListCreateCreates a task list in Paymo.
Get Task ListReadRetrieves a task list from Paymo.
List Task ListsReadRetrieves task lists from Paymo.

Frequently Asked Questions

Common questions about working with MindCloud on your Paymo and Salesforce integration.

Apps are the systems your business runs on, like Paymo and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.