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Integrate Paymo with Freshdesk to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Paymo with Freshdesk - no code necessary. See how you can get setup in minutes.

Select a trigger from Paymo

A trigger is an event that starts your Zap and runs the workflow. For example, with Paymo, a trigger could be "New Client."

A trigger is the event that kicks off your automated workflow.

Setup an action from Freshdesk

An action is what takes place after the automation is triggered. For example, with Freshdesk, the action could be "Add Notes to a Ticket."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Paymo to Freshdesk

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Paymo to Freshdesk with a Zapier template.

Our most popular template

Create Paymo tasks for new tickets on Freshdesk
Details
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Freshdesk + Paymo

Create Paymo tasks for new tickets on Freshdesk

Freshdesk + Paymo

Make work flow with AI

Level up your Paymo to Freshdesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Paymo and Freshdesk to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Paymo and Freshdesk to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
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New Invoice
Triggers when a new invoice is created in Paymo.
Trigger
Instant
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New Report
Triggers when a new report is created in Paymo.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- User
- Project
Trigger
Instant
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- Client
Trigger
Instant
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- Task
Trigger
Instant
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- Name
  Required
- Email
- Address
- City
- State
- Postal Code (ZIP)
- Country
- Phone
- Fax
- Website
- Fiscal Information
Action
Write
- Template
- Client
- Status
- Currency
  Required
- 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
- Item
  Required
- Description
- Price/Unit
  Required
- Quantity
  Required
Action
Write
- Project
- Name
  Required
Action
Write
- Project
- Task List
  Required
- Task
- Start Time
  Required
- End Time
  Required
- Description
Action
Write
- Name
  Required
- Project
- Exact Match
Action
Search
New Contact
Triggers when a new customer is created.
Trigger
Instant
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Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- Forum Category Id
  Required
- Name
  Required
- Type
  Required
- Visibility
  Required
- Description
Action
Write
- Forum Category Id
  Required
- Forum
  Required
- Title
  Required
- Topic Description
  Required
- Sticky
- Locked
Action
Write
- Name
  Required
- Email
  Required
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- Email
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
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task List
Triggers when a new task list is created.
Trigger
Instant
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- Project
Trigger
Instant
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- User
- Project
Trigger
Instant
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- Project
Trigger
Instant
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- Project
Trigger
Instant
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- Client
- Name
  Required
- Amount
  Required
- Currency
  Required
- Date
- Notes
Action
Write
- Client
- Name
  Required
- Description
- Budget Hours
- Billable
- Price Per Hour
- Color
- Team Members
- Project Managers
Action
Write
- Project
- Task List
  Required
- Name
  Required
- Description
- Priority
- Start Date
- Due Date
- Budget Hours
- Price Per Hour
- Team Members
- Billing Type
- Price
- Cost
- Invoiced
Action
Write
- Email
- Exact Match
Action
Search
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
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New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
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Update Contact
Triggers when a user is updated.
Trigger
Instant
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- Name
  Required
- Description
- Notes
- Domains
Action
Write
- Name
  Required
- Description
Action
Write
- Subject
  Required
- Email
  Required
- Type
- Description
  Required
- Priority
- CC Emails
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Ticket Id
  Required
Action
Search

Learn how to automate Paymo on the Zapier blog

Learn how to automate Freshdesk on the Zapier blog

About Paymo

Simple online project management application that bundles task management, time tracking and invoicing

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Project Management

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About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

Related categories

Customer Support

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