Gmail + Paymo

Create drafts in Gmail for new clients in Paymo

When a new client is added in Paymo, streamline your communication process with this workflow. It immediately creates a draft email in your Gmail account, allowing you to efficiently initiate contact with your new clients. Say goodbye to manually toggling between applications, and let this seamless process ensure your client communication is proactive and professional.

When this happens...
New Client
Triggers when a new client is created in Paymo.
TriggerInstant
automatically do this!
Create Draft
Create a draft email message.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is created in Paymo.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created in Paymo.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in Paymo.
Trigger
Instant
Try It
New Report
Triggers when a new report is created in Paymo.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

- User
- Project
Trigger
Instant
Try It
- Client
Trigger
Instant
Try It

- Task
Trigger
Instant
Try It
- NameRequired
- Email
- Address
- City
- State
- Postal Code (ZIP)
- Country
- Phone
- Fax
- Website
- Fiscal Information
Action
Write
- Template
- ClientRequired
- Status
- CurrencyRequired
- Date
- Due Date
- Tax (Percentage)
- Bill To
- Company Info
- Footer
- Notes
- Outstanding
- Tax Text
- Tax 2 (Percentage)
- Tax on Tax
- Tax 2 Text
- Pay Online
- ItemRequired
- Description
- Price/UnitRequired
- QuantityRequired
Action
Write
- ProjectRequired
- NameRequired
Action
Write
- ProjectRequired
- Task ListRequired
- TaskRequired
- Start TimeRequired
- End TimeRequired
- Description
Action
Write
- NameRequired
- Project Id
- Exact Match
Action
Search
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

New Client Contact
Triggers when a new client contact is created in Paymo.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task List
Triggers when a new task list is created.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- User
- Project
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- ProjectRequired
Trigger
Instant
Try It
- ClientRequired
- NameRequired
- AmountRequired
- CurrencyRequired
- Date
- Notes
Action
Write
- ClientRequired
- NameRequired
- Description
- Budget Hours
- Billable
- Price Per Hour
- Color
- Team Members
- Project Managers
Action
Write
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Priority
- Start Date
- Due Date
- Budget Hours
- Price Per Hour
- Assigned Users
- Billing Type
- Price
- Cost
- Invoiced
Action
Write
- EmailRequired
- Exact Match
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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