Review Project Work and Create Tasks

Ask your AI assistant to work with Paymo: review Project Work and Create Tasks.

What to Ask Leina to Do with Paymo

Copy a prompt, add your details, and send it to Leina in your connected team chat.

List tasks with supported where and include query parameters.

List Paymo tasks with where filter [filter for project] and include [relations], then summarize returned work and task IDs.

Submit the task JSON you specify.

Create a Paymo task from this data payload [task JSON including required Paymo fields] and report the created record.

Get Started with Paymo

  1. Connect Your Account

    Connect using your Paymo API Key.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Paymo Capabilities

Paymo client, project, and task operations let an AI assistant inspect work context and maintain specified records.

Review project tasks

List tasks with supported where and include query parameters.

Create a task record

Submit the task JSON you specify.

View All 16 Actions
  • Get Current User
  • List Clients
  • Get Client
  • Create Client
  • Update Client
  • Delete Client
  • List Projects
  • Get Project
  • Create Project
  • Update Project
  • Delete Project
  • List Tasks
  • Get Task
  • Create Task
  • Update Task
  • Delete Task

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Frequently Asked Questions

Can I inspect clients?

Client actions list, retrieve, create, update, and delete records.

Does a task list include every project automatically?

Use where filters to target a project and inspect the records returned by the API.

How are write fields supplied?

Create and update actions accept a JSON data payload using Paymo's native resource fields.

Your AI employee for Paymo

Tell Leina what you need in your team chat. Include the source, destination, and expected result.