ClientSuccess + Paymo Integrations
Put ClientSuccess + Paymo to work with AI and enterprise-grade automation
Learn more about ClientSuccess integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between ClientSuccess and Paymo
See the kind of workflows teams build with ClientSuccess and Paymo below — describe the exact one you want above and the Agent builds it on demand.
ClientSuccess + Paymo
When a new user or project lead is added in ClientSuccess, create a corresponding user or task in Paymo.
See details
Generate project tasks when deals are won
When a deal is won in ClientSuccess, automatically create a project task in Paymo to kick off client onboarding.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Paymo, automatically log the activity in ClientSuccess on the customer record.
See details
Browse the full workflow library →
Looking to achieve something else with ClientSuccess and Paymo?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ClientSuccess and Paymo
Everything ClientSuccess and Paymo can do inside a workflow — the triggers that start one and the actions that run when it fires.
ClientSuccess Explore ClientSuccess →
ClientSuccess is a customer success platform that helps business-to-business companies track account health, increase retention, and manage subscription renewals.
TriggersTriggers when a new client is added.
Triggers when a new contact is created.
Triggers when a new contract is added to a client.
Triggers when a new user/employee is added to your organization.
Triggers when a new pulse is added to a client.
Triggers when a new subscription is added to a client.
Creates a new client.
Creates a new contact within a client.
Creates a new contract.
Creates a new engagement interaction on a client.
Creates a new pulse on a client.
Creates a new subscription.
Paymo Explore Paymo →
A work management platform that combines project planning, task scheduling, time tracking, and client invoicing.
TriggersTriggers when a new client is created in Paymo.
Triggers when a new client contact is created in Paymo.
Triggers when a new estimate is created in Paymo.
Triggers when a new expense is created.
Triggers when a new invoice is created in Paymo.
Triggers when a new project is created.
Creates a new client.
Creates a new expense.
Creates a new invoice.
Creates a new project.
Creates a new task list.
Creates a new task.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Active Knocker
Active Knocker is a canvassing and door-to-door sales management software designed to track field reps and leads.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about ClientSuccess + Paymo
Is there a pre-built ClientSuccess + Paymo automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ClientSuccess and Paymo's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ClientSuccess or Paymo connector?
No. The Agent works whether or not ClientSuccess or Paymo already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Paymo and ClientSuccess help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in ClientSuccess automatically spin up project tasks?
Yes, when a deal is won or changes stages in ClientSuccess, you can instantly create initial project tasks in Paymo.