Auto-create a Razorpay invoice after payment and email it via Gmail
When a Razorpay payment is captured, automatically create the invoice in Razorpay and send it by email through Gmail—no manual follow-up.
By MAYANK
Installed by 1 users
Auto-create a Razorpay invoice after payment and email it via Gmail
Auto-create a Razorpay invoice after payment and email it via Gmail
Introduction
Stop chasing paperwork. As soon as a customer pays in Razorpay, generate the invoice and email it automatically ✅
Trigger Event
The workflow starts when a Razorpay “Payment Captured” event fires. This means your customer’s payment is successful and ready for invoicing.
Actions
- Create Invoice in Razorpay
- The flow creates a new invoice in Razorpay using your configured customer (ID or details) and line items. You can choose currency, description, and optional settings like notes and notifications.
- Outcome: A valid Razorpay invoice is generated immediately after payment.
- Send Email via Gmail
- The flow then sends an email through Gmail with the invoice details in the message body. Use a clear subject (e.g., Invoice for your recent payment) and set the recipient to your customer’s email.
- Tip: Map the subject to the invoice number/ID from the Create Invoice step so customers can reference it easily. Replace any placeholder recipient with your customer’s address.
Benefits
- No manual invoicing after each payment
- Faster confirmation emails to customers
- Fewer data entry mistakes; details flow from Razorpay to Gmail
- Quicker cash reconciliation and better customer experience
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Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
