Connect Apptivo CRM and Razorpay to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create a customer
Create a Plan
Create an invoice
Create an item
Create a Standard Payment Link
Create an order in razorpay
Ready to use Apptivo CRM and Razorpay automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
A New Payment Captured
When a new payment is successfully captured.
A New Refund Is Created
Triggers when a new refund is created.
Any Payment Failed
Triggers when any payment failed.
A New Order Paid
Triggers when a new order paid
An Invoice is paid
Triggers when any invoice get paid
A Payment Link Is Expired
Triggers when a payment link get Expired
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
Search Leads by Email ID
This method used to get the number of leads in Apptivo based on the email address.
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Frequently Asked Questions
To start, connect both your Apptivo CRM and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Razorpay. This includes choosing which data fields go into which fields of Razorpay, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Razorpay typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Razorpay. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn MoreAbout Razorpay
Razorpay is a comprehensive payment solutions provider, enabling businesses in India to accept, process, and disburse payments with its product suite. It offers a fast, affordable, and secure way for merchants, schools, ecommerce and other companies to accept and process payments online.
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