How Do You Upload Your Logo Into Paymo Invoices

Paymo

The Paymo modules allow you to watch, create, update, list, delete, and retrieve the job, tasklist, projects, invoices, clients, and time entries in your Paymo account.

Getting Started with Paymo

Prerequisites

• A Paymo account - create an account at paymoapp.com/.

The module dialog fields that are displayed inbold (in the Integromat scenario,not in this documentation article) are mandatory!

Connecting Paymo to Integromat

To connect your Paymo account to Integromat you need to obtain the API Key from your Paymo business relationship and insert it in theCreate a connection dialog in the Integromat module.

i. Login to your Paymo business relationship.

two. Click Your Contour Icon > My Settings > API Keys > Generate New APIbutton.

three. Enter a name for the API Key, click Generate, and copy the API fundamental to your clipboard.

iv. Go to Integromat and open the Paymo module's Create a connection dialog.

5. In the Connection proper noun field, enter a name for the connection.

half dozen. In the API Fundamental field, enter the API key copied in step 3.

vii. In the Password field, enter your account password, and click Continue.

The connection has been established.

Task

Scout New Tasks

Triggers when a new job hs been created.

You do non accept to add together the webhooks in the Paymo as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook	Enter a name for the webhook.
Connectedness	Plant a connection to your Paymo account.

List Tasks

Returns a listing of tasks.

Connectedness	Establish a connection to your Paymo account.
Project ID	Select the Projection ID whose tasks you want to listing.
Tasklist ID	Select the TaskList ID of the project whose tasks you want to list.
User ID	Select the User ID to list simply those tasks related to the user.
Completed	Select whether y'all want to list the completed tasks: Yes No Non defined
Assigned to	Select the assignee to list only those tasks assigned to the specified user.
Include	Select the options whose details yous want to include in the task.
Limit	Set the maximum number of tasks Integromat should return during i scenario execution cycle.

Get a Chore

Returns information nearly a specified task.

Connection	Found a connection to your Paymo account.
Task ID	Select the Task ID whose details you want to remember.
Include	Select the options you want to include in the details.

Create a Task

Creates a task.

Connection	Establish a connection to your Paymo account.
Task Name	Enter the name of the task.
Tasklist ID	Select the Tasklist ID for the task.
User ID	Select the User ID to whom you want to assign the task.
Complete	Select whether this is completed: Yes No Not divers
Condition ID	Select the status of the task: Backlog To Do In Progress Complete
Billable	Select whether the chore is billable: Yes No Not defined
Apartment Billing	Select whether this chore is apartment billable: Yes No Not defined This option applies only for the Time & Materials projects.
Position of the Task	Enter the position of the task in the Tasklist.
Clarification	Enter the details of the projection.
Due Appointment	Enter the engagement by when the task must be completed.
Budget Hours	Enter the hours allocated for the task.
Users	Select the users whom you lot want to notify about the chore.
Priority	Select the priority of the job. If no priority is selected, the chore priority is set as normal. Low Normal High Disquisitional

Update a Task

Updates the information of a specified task.

Connection	Institute a connectedness to your Paymo account.
Task ID	Select the Task ID whose details you lot want to update.
Task Name	Enter the name of the job.
Tasklist ID	Select the Tasklist ID for the task.
User ID	Select the User ID to whom y'all want to assign the task.
Consummate	Select whether this is completed: Yes No Not defined
Status ID	Select the status of the task: Backlog To Exercise In Progress Complete
Billable	Select whether the task is billable: Yes No Not defined
Flat Billing	Select whether this job is apartment billable: Yes No Not defined This pick applies only for the Time & Materials projects.
Position of the Task	Enter the position of the task in the Tasklist.
Description	Enter the details of the projection.
Due Date	Enter the engagement past when the task must exist completed.
Budget Hours	Enter the hours allocated for the task.
Users	Select the users whom you lot want to notify most the task.
Priority	Select the priority of the task. If no priority is selected, the chore priority is set as normal. Depression Normal High Critical

Delete a Task

Deletes a specified task.

Connection	Plant a connection to your Paymo account.
Task ID	Select the Task ID you desire to delete.

Task List

Lookout man New Task Lists

Triggers when a new task list has been created.

You lot do not accept to add the webhooks in the Paymo as it is automatically washed for y'all once y'all add and salve an instant trigger module to your scenario.

Connection	Establish a connection to your Paymo account.
Task ID	Select the Task ID whose details you want to update.

List Chore Lists

Returns a list of job lists.

Connection	Establish a connection to your Paymo account.
Search By	Select the option to search the job lists: Project Milestone
Projection ID	Select the Project ID whose task lists you lot want to list.
Milestone ID	Select the Milestone ID whose chore lists you want to list.
Include	Select the options whose details you want to include in the task list.
Limit	Set the maximum number of task lists Integromat should return during one scenario execution cycle.

Get a Job Listing

Returns information most a specified job listing.

Connection	Plant a connectedness to your Paymo account.
Task List ID	Select the Chore Listing ID whose details you want to retrieve.
Include	Select the options whose details yous want to include in the task list details.

Create a Task Listing

Create a new task list.

Connexion	Establish a connection to your Paymo account.
Task List Proper name	Enter the task list name.
Project ID	Select the Project ID associated with the task listing.
Position of the Task List	Enter the task list position in the project.
Milestone ID	Select the Milestone ID for the task list. If you are linking a task list with a milestone, all tasks from the task listing should exist completed by the milestone due appointment.

Update a Job Listing

Updates the information of a specified job list.

Connection	Establish a connectedness to your Paymo account.
Tasklist ID	Select the Tasklist ID whose details you want to update.
Task Listing Proper name	Enter the task list name.
Project ID	Select the Project ID associated with the chore list.
Position of the Task List	Enter the job list position in the projection.
Milestone ID	Select the Milestone ID for the task list. If you are linking a task list with a milestone, all tasks from the chore list should be completed by the milestone due date.

Delete a Chore List

Deletes a specified task list.

Connection	Establish a connection to your Paymo account.
Task List ID	Select the Task List ID you want to delete.

Invoice

Watch New Invoices

Triggers when a new invoice has been created.

You exercise not take to add the webhooks in the Paymo every bit it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook	Enter a proper name for the webhook.
Connection	Establish a connection to your Paymo account.

List Invoices

Returns a list of invoices.

Connection	Found a connection to your Paymo business relationship.
Client ID	Select the Customer ID whose invoices you want to listing.
Status	Select the condition of the invoices: Typhoon Sent Viewed Paid Void
Full	Enter the invoice amount to listing invoices with the specified corporeality. For instance, >100.
Include	Select the options whose details you want to include in the invoice.
Limit	Ready the maximum number of invoices Integromat should return during one scenario execution bike.

Get an Invoice

Returns information most a specified invoice.

Connection	Establish a connection to your Paymo account.
Invoice ID	Select the Invoice ID whose details you want to retrieve.
Include	Select the options whose details you desire to include in the invoice.

Create an Invoice

Creates a new invoice.

Connection	Establish a connection to your Paymo account.
Client ID	Select the Client ID whose invoice you want to create.
Currency	Select the applicative currency for the invoice.
Appointment	Enter the date when the invoice is created.
Due Date	Enter the date when the invoice is due.
Template ID	Select the Template ID for the invoice.
Taxation	Enter the tax on the invoice amount in percent.
Second Tax	Enter the taxation on the invoice amount in pct.
Number	Enter the invoice number.
Title	Enter the invoice proper name.
Delivery Date	Enter the date when the items in the invoice must exist delivered.
Footer	Enter the text that should appear at the footer of the invoice.
Discount	Enter the disbelieve applied to the invoice in pct.
Discount Text	Enter the discount details.
Tax on Tax	Select whether taxation is applicable on the revenue enhancement amount mentioned in the invoice: Yes No Not defined
Beak To	Enter the client information that should appear in the invoice.
Visitor Info	Enter the company information that should announced in the invoice.
Notes	Enter whatsoever additional data nearly the invoice which you lot want to mention.
Items	Add the items in the invoice: Detail Enter the name of the particular. Clarification Enter the details of the detail. Price Unit of measurement Enter the price of the particular. Quantity Enter the number of items in the invoice. Expense ID Select the Expense ID applicable for the detail. Apply Tax Select whether the taxation is applicable on the item: Yes No Non defined Position on Invoice Item Select the item position in the invoice.

Update an Invoice

Updates the information of a specified invoice.

Connection	Institute a connexion to your Paymo account.
Invoice ID	Select the Invoice ID whose details you desire to update.
Client ID	Select the Customer ID whose invoice y'all want to create.
Currency	Select the applicative currency for the invoice.
Date	Enter the appointment when the invoice is created.
Due Date	Enter the engagement when the invoice is due.
Template ID	Select the Template ID for the invoice.
Tax	Enter the revenue enhancement on the invoice amount in percent.
Second Revenue enhancement	Enter the tax on the invoice amount in percentage.
Number	Enter the invoice number.
Championship	Enter the invoice proper noun.
Delivery Date	Enter the engagement when the items in the invoice must exist delivered.
Footer	Enter the text that should appear at the footer of the invoice.
Disbelieve	Enter the discount practical to the invoice in percentage.
Discount Text	Enter the discount details.
Revenue enhancement on Tax	Select whether tax is applicative on the taxation amount mentioned in the invoice: Aye No Not defined
Neb To	Enter the customer information that should appear in the invoice.
Company Info	Enter the company information that should appear in the invoice.
Notes	Enter any additional information about the invoice which you want to mention.
Items	Add together the items in the invoice: Detail Enter the name of the detail. Description Enter the details of the particular. Toll Unit of measurement Enter the price of the detail. Quantity Enter the number of items in the invoice. Expense ID Select the Expense ID applicable for the item. Employ Tax Select whether the taxation is applicable on the item: Yes No Not defined Position on Invoice Particular Select the item position in the invoice.

Delete an Invoice

Deletes a specified invoice.

Connection	Found a connection to your Paymo account.
Invoice ID	Select the Invoice ID you lot want to delete.

Project

Watch New Projects

Triggers when a new projection has been created.

You exercise non accept to add the webhooks in the Paymo as it is automatically washed for you one time you add and save an instant trigger module to your scenario.

Webhook	Enter a proper noun for the webhook.
Connection	Establish a connection to your Paymo account.

List Projects

Returns all projects.

Connexion	Establish a connection to your Paymo account.
Client ID	Select the Client ID whose projects you want to list.
Manager ID	Select the Manager ID(due south) whose associated projects you want to list.
User ID	Select the User ID (s) whose assigned projects you want to list.
Active	Select whether y'all want to list the active projects: Yes No Not defined
Include	Select the options whose details you want to include in the projects.
Limit	Gear up the maximum number of projects Integromat should return during i scenario execution wheel.

Get a Project

Returns information about a specified project.

Connection	Establish a connection to your Paymo account.
Projection ID	Select the Project ID whose details you want to call up.
Include	Select the options whose details you want to include in the project.

Create a Project

Creates a new project.

Connection	Institute a connection to your Paymo account.
Projection Name	Enter the project name.
Lawmaking	Enter the project code which is used as a prefix in the job code. The projection code tin can just contain alphanumeric (A-Z, numbers 0-9).
Description	Enter the details of the project.
Client ID	Select the Client ID for whom yous are creating the project.
Workflow ID	Select the Workflow ID applicable for the projection.
Status ID	Select the Status ID of the project: On-hold Canceled Completed Archived Active Proposal
Active	Select whether the project is agile: Yes No Not defined
Adaptable Hours	Select whether the project hours are adjustable: Yes No Not defined
Users	Add together the users to whom you want to assign the projection.
Managers	Add the managers for the project.
Billable	Select whether the projection is billable: Yeah No Not divers
Budget Hours	Enter the number of hours you want to classify for the project. If no hours mentioned and then the project volition take unlimited budget hours.
Price Per Hour	Enter the project's hourly toll details. Applicable only for time & materials project.

Update a Project

Updates the information of a specified project.

Connectedness	Establish a connection to your Paymo account.
Project ID	Select the Project ID whose details you desire to update.
Project Proper name	Enter the projection proper noun.
Code	Enter the project code which is used as a prefix in the task lawmaking. The project code can only contain alphanumeric (A-Z, numbers 0-9).
Description	Enter the details of the project.
Customer ID	Select the Client ID for whom yous are creating the project.
Workflow ID	Select the Workflow ID applicable for the project.
Status ID	Select the Status ID of the project: On-agree Canceled Completed Archived Active Proposal
Active	Select whether the projection is agile: Yep No Not defined
Adaptable Hours	Select whether the project hours are adaptable: Yeah No Not defined
Users	Add together the users to whom yous want to assign the project.
Managers	Add together the managers for the project.
Billable	Select whether the project is billable: Aye No Not defined
Budget Hours	Enter the number of hours you desire to allocate for the project. If no hours mentioned then the projection will have unlimited budget hours.
Price Per Hr	Enter the projection's hourly toll details. Applicable only for fourth dimension & materials project.

Delete a Project

Deletes a specified project.

Connectedness	Found a connectedness to your Paymo business relationship.
Project ID	Select the Project ID you want to delete.

Client

Watch New Clients

Triggers when a new client has been created.

You lot do non have to add the webhooks in the Paymo as it is automatically done for you one time you add and save an instant trigger module to your scenario.

Webhook	Enter a name for the webhook.
Connexion	Establish a connection to your Paymo account.

List Clients

Returns a list of clients.

Connection	Establish a connection to your Paymo account.
Active	Select whether to list active clients: Yeah No Not defined
Include	Select the options whose details yous want to include in the clients.
Limit	Ready the maximum number of clients Integromat should return during one scenario execution cycle.

Get a Client

Returns information virtually a specified client.

Connection	Plant a connection to your Paymo account.
Client ID	Select the Customer ID whose details you want to retrieve.
Include	Select the options whose details yous want to include in the clients.

Create a Client

Creates a new client.

Connection	Establish a connection to your Paymo account.
Proper noun	Enter the name of the client.
Street Address	Enter the street address of the client.
Urban center Name	Enter the city name.
State or Region	Enter the customer's state or region name.
Postal Lawmaking	Enter the client'due south surface area postal code.
Country	Enter the country proper noun.
Phone Number	Enter the phone number of the client.
Fax Number	Enter the fax number of the customer.
Email Accost	Enter the email address of the client.
Website Address	Enter the client's website URL address.
Fiscal Data	Enter the Financial information of the client which is used in the client's invoice.
Client Logo Image URL	Enter the client'south logo epitome URL address.

Update a Client

Updates the information of a specified client.

Connection	Establish a connection to your Paymo account.
Customer ID	Select the Client ID whose details you lot want to update.
Name	Enter the proper name of the client.
Street Accost	Enter the street address of the client.
City Name	Enter the client'southward urban center proper noun.
Land or Region	Enter the customer'southward state or region name.
Postal Code	Enter the client's area postal code.
Land	Enter the country proper noun.
Phone Number	Enter the phone number of the client.
Fax Number	Enter the fax number of the client.
Electronic mail Accost	Enter the email address of the customer.
Website Address	Enter the client's website URL address.
Fiscal Information	Enter the Fiscal data of the client which is used in the client'due south invoice.
Customer Logo Image URL	Enter the customer's logo image URL accost.

Delete a Client

Deletes a specified client.

Connection	Constitute a connection to your Paymo account.
Client ID	Select the Client ID you desire to delete.

Time Entry

Watch New time Entries

Triggers when a new time entry has been created.

You do not have to add together the webhooks in the Paymo every bit it is automatically done for you once you lot add and save an instant trigger module to your scenario.

Webhook	Enter a name for the webhook.
Connection	Institute a connection to your Paymo business relationship.

List Time Entries

Returns a list of time entries.

Connexion	Establish a connexion to your Paymo account.
Search By	Select the pick to search the time entries: Project Chore Client User Time Interval
Projection ID	Select the Project ID whose fourth dimension entries you want to search.
Client ID	Select the Client ID whose fourth dimension entries you want to search.
User ID	Select the User ID whose time entries you lot want to search.
Task ID	Select the Task ID whose fourth dimension entries you desire to search.
From	Enter the date to search time entries created on or afterward the specified appointment.
To	Enter the date to search time entries created on or earlier the specified appointment.
Include	Select the options whose details you want to include in the time entries.
Limit	Prepare the maximum number of clients Integromat should return during 1 scenario execution bicycle.

Get a Fourth dimension Entry

Returns information about a specified fourth dimension entry.

Connectedness	Establish a connection to your Paymo account.
Time Entry ID	Select the Time Entry ID whose details y'all desire to retrieve.
Include	Select the options yous want to include in the details.

Create a Time Entry

Creates a new time entry.

Connection	Found a connection to your Paymo account.
Task ID	Select a Task ID whose time entry you want to create.
Choose Timing	Select an selection for inbound the time: Engagement and Elapsing Kickoff and End Time
From	Enter the date to search fourth dimension entries created on or after the specified engagement.
To	Enter the date to search time entries created on or before the specified date.
Outset Time	Enter the start time.
End Time	Enter the finish time
User ID	Select the User ID whose time entry you are creating.
Description	Enter the details of the time entry.
Invoice ID	Select the Invoice ID related to the time entry.
Billed	Select whether the time entry is billed: Yes No Not divers

Update a Time Entry

Updates the information of a specified time entry.

Connection	Establish a connection to your Paymo account.
Fourth dimension Entry ID	Select the Fourth dimension Entry ID whose details you desire to update.
Chore ID	Select a Task ID whose time entry yous want to create.
Cull Timing	Select an choice for entering the time: Date and Elapsing Start and End Fourth dimension
From	Enter the appointment to search fourth dimension entries created on or later the specified date.
To	Enter the engagement to search fourth dimension entries created on or before the specified date.
Start Time	Enter the start time.
Cease Time	Enter the cease fourth dimension
User ID	Select the User ID whose time entry you lot are creating.
Clarification	Enter the details of the time entry.
Invoice ID	Select the Invoice ID related to the time entry.
Billed	Select whether the time entry is billed: Yes No Not defined

Delete a Time Entry

Deletes a fourth dimension entry.

Connectedness	Institute a connexion to your Paymo account.
Time Entry ID	Select the Time Entry ID you want to delete.

Others

Make an API Call

Performs an capricious authorized API phone call.

Connection	Plant a connection to your Paymo business relationship.
URL	Enter a path relative tohttps://api.paymoapp.com/. For example:/clients For the list of available endpoints, refer to the Paymo API Documentation.
Method	Select the HTTP method yous desire to use: GET to call back information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add together say-so headers; we already did that for you.
Query String	Enter the request query string.
Torso	Enter the body content for your API telephone call.

Example of Use - List Projects

The following API call returns all the projects from your Paymo account:

URL:
/projects

Method:
Get

Matches of the search can be found in the module'sOutput underPackage >Body > projects .
In our case, 3 projects were returned:

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Source: https://www.integromat.com/en/help/app/paymo

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