Connect Cashfree and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cashfree
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Cashfree and Espo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Cashfree integrations.
Get Order
Get a specific order by its id.
Create Order
Create an order.
Terminate Order
Terminate a specific order by its id.
Create Payment Link
Create a payment link.
Cancel Payment Link
Cancel a specific payment link by its link id.
Get Payment Link
Get a specific payment link details by its link id.
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Frequently Asked Questions
To start, connect both your Cashfree and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cashfree triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Cashfree data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cashfree and Espo CRM 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 Cashfree and Espo CRM. 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 Cashfree
Cashfree is a leading payment gateway and payment processing solution that enables businesses to accept and disburse payments seamlessly. It offers a wide range of payment options, including credit/debit cards, UPI, net banking, and wallets, making it easy for businesses to manage their financial transactions efficiently.
Learn MoreAbout Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn More
