Connect CRM.io and Razorpay to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
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 CRM.io and Razorpay automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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 CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how CRM.io 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 CRM.io 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 CRM.io 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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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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