Turn the conversations that need real work into Asana tasks, with the context attached.
Get more done with Tidio and Paymo integration
Answer client project questions in Tidio with Paymo tasks, time and invoices in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Project Management
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Paymo
Answer where the project stands
Paymo tasks and their status let the agent give a real answer rather than a reassurance.
Turn a request into a task
A client asking for a change gets a Paymo task with their own wording on it.
Log the time you spent
A conversation that took half an hour can be logged against the project.
Handle invoice questions
Paymo invoice and payment status answer a billing question in the chat.
Overview
Paymo puts tasks, time, scheduling and invoicing in one place, which is why agencies run their week in it. Client conversations touch all four: where is my project, what have you billed, can you add this. Connecting Paymo to Tidio lets whoever answers see the project and the invoice, add a task from the message, and log time against it. Paymo keeps the timesheet and the invoice.
Key features
- Project status in the chat The Paymo project, its tasks and where they stand.
- Tasks from client messages A request becomes a Paymo task, not a note.
- Invoice questions answered See what Paymo billed and whether it was paid.
- Time logged in context The conversation itself can be logged against the project.
Paymo
Project Management
Tags
Project Management
Team Collaboration
How it works
Connect Paymo in minutes
1
Connect Paymo and Tidio
Zapier, Integrately or Make links the two, or a service reads Paymo and posts to the Tidio API.
2
Match the client
Lookups key on the Paymo client record, so store the identifier on the contact.
3
Write tasks and time back
New tasks and time entries are created in Paymo, which stays the record.
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Frequently asked questions
Common questions about the Paymo integration
Should clients see raw time entries?
Usually not. Show progress and what is done, not every logged hour, because a client reading individual entries will ask about the twenty minutes rather than the outcome. Keep Paymo timesheets internal and share the invoice, which is the version that was agreed.
Can a client add tasks themselves?
They can ask, and the chat can create the Paymo task. Whether it gets scheduled is a separate decision, so make the conversation confirm that it has been logged rather than promising when it will be done.
Is the Paymo integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Paymo integration.