Paymo

paymoapp.com
Productivity CRM Business management

Paymo is a project and task management platform built for teams and freelancers who need clarity across projects, clients, and day-to-day execution. It helps organize work into structured projects, manage clients and task lists, and keep operational details consistent as work evolves—so teams can stay aligned without manual updates.

With Paymo connected, BOBs can proactively manage your workload inside your project tool—creating tasks and projects, adding clients, and updating plans as new work arrives. Instead of asking someone to manually maintain project hygiene, BOBs keep records structured and current so your team always starts from the latest context.

BOBs can also monitor what changes in Paymo—like newly created tasks, updated projects, or new clients—and then trigger follow-up actions across your business (for example: notifying stakeholders, generating internal briefings, updating downstream systems, or preparing next steps). This makes Paymo a reliable “source of work” that drives end-to-end operational workflows rather than just tracking progress.

What can BOBs do with Paymo?

Perform actions

  • Create Client
  • Create Project
  • Create Task
  • Find Task
  • List Client ID Options
  • List Project ID Options
  • List Task List ID Options

Listen to real-time events

  • Client Updated
  • New Client Created
  • New Project Created
  • New Task Created
  • Project Updated