Connect Espo CRM and Cashfree
Integrate Espo CRM with Cashfree to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Cashfree flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Cashfree
Automatically do this!
Get Order
Create Order
Terminate Order
Create Payment Link
Cancel Payment Link
Get Payment Link
Create Refund
Get All Refunds
Create a Customer
Create Offer
Get Offer
Get All Settlement
Get Order from Cashfree when New Lead in Espo CRM
Use this flowCreate Order in Cashfree when New Lead in Espo CRM
Use this flowTerminate Order in Cashfree when New Lead in Espo CRM
Use this flowCreate Payment Link in Cashfree when New Lead in Espo CRM
Use this flowCancel Payment Link in Cashfree when New Lead in Espo CRM
Use this flowGet Payment Link from Cashfree when New Lead in Espo CRM
Use this flowCreate Refund in Cashfree when New Lead in Espo CRM
Use this flowGet All Refunds from Cashfree when New Lead in Espo CRM
Use this flowCreate a Customer in Cashfree when New Lead in Espo CRM
Use this flowCreate Offer in Cashfree when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Cashfree.
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 Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Get Order
Get a specific order by its id.
Create Order
Create an order.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 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 moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Cashfree accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Cashfree as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cashfree. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Cashfree, and a separate workflow where Cashfree triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Cashfree. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Cashfree integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
