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Automate tasks across Paymo with YNAB

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Paymo and YNAB talk.
Here are some common ways to automate work between them.

Send a YNAB notification when Paymo receives a high-priority item.Try now
Create a YNAB follow-up from new qualified activity in Paymo.Try now
Copy new customer details from Paymo into YNAB.Try now
Update the matching YNAB item when a Paymo status changes.Try now
Start a review in YNAB when Paymo flags an exception.Try now
Summarize new Paymo activity and save it in YNAB.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Paymo and YNAB work.

Connect your Paymo and YNAB. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 48 actions between Paymo and YNAB.
Can’t find an action you need? Let us know.

Create ClientCreate client in Paymo.Get ClientRun a get client action in Paymo.List ClientsRun a list clients action in Paymo.Update ClientUpdate client in Paymo.Create ProjectCreate project in Paymo.Get ProjectRun a get project action in Paymo.List ProjectsRun a list projects action in Paymo.Update ProjectUpdate project in Paymo.Create TaskCreate task in Paymo.Get TaskRun a get task action in Paymo.List TasksRun a list tasks action in Paymo.Update TaskUpdate task in Paymo.Create Task ListCreate task list in Paymo.Get Task ListRun a get task list action in Paymo.List Task ListsRun a list task lists action in Paymo.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Paymo and YNAB.

MindCloud connects Paymo and YNAB so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.