Connect Method CRM and Razorpay to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Activities
New Contact Created
New Customers for QuickBooks
New Customers/Vendors
Fetch Updated Opportunities
Fetch Recent Contacts
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 Method CRM and Razorpay automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Activities
Retrieve activities from Method CRM updated since the last scheduled check.
New Contact Created
Returns contacts created or updated in Method CRM since the last check.
New Customers for QuickBooks
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Fetch Updated Opportunities
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Fetch Recent Contacts
Retrieve customer and vendor records that were added or modified since the specified time window.
Do thisActions
Action is the task that follows automatically within your Method CRM integrations.
Create a customer
Adds a new customer in Razorpay.
Create a Plan
Creates a new subscription plan.
Create an invoice
Create an invoice with customer details
Create an item
Create an item in Razorpay
Create a Standard Payment Link
Create a Payment Link using basic details
Create an order in razorpay
Create an order in razorpay
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Frequently Asked Questions
To start, connect both your Method CRM and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Method CRM triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how Method 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 Method 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 Method 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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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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