Connect Cashfree and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cashfree
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Enable Integrations or automations with these events of Cashfree and Salesmate
Enable Integrations or automations with these events of Cashfree and Salesmate
Actions
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Cashfree and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Cashfree triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Cashfree data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Cashfree and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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