
When this happens...
New Record
record is created or updated

Automatically do this!
Create Customer
Create a Plan
Create a Subscription
Create an invoice
Create an item
Create Payment Link
Create Razorpay Order
Pause a Subscription
Cancel a Subscription
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new record is created
runs when record is created or updated
Runs when a payment is successfully captured.
Runs when a new refund is created in Razorpay.
Runs when any payment fails.
Triggers when a new order paid
Action is the task that follows automatically within your OneHash CRM integrations.
Create a new lead in OneHash CRM
Update a lead's details in OneHash CRM.
Create a record in OneHash CRM.
Finds a lead using the provided fields and creates a new lead if none is found.
Creates a new customer in Razorpay.
Creates a new subscription plan.

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To start, connect both your OneHash CRM and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how OneHash CRM 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 OneHash CRM 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 OneHash CRM 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.
OneHash CRM 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, making it easier for businesses to build and maintain strong customer relationships.
Learn MoreRazorpay 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.
Learn More