Connect PayHere and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Payment Received
Subscription Cancelled
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Ready to use PayHere and webCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Payment Received
Triggers when a payment is received.
Subscription Cancelled
Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
Do thisActions
Action is the task that follows automatically within your PayHere integrations.
Create a Plan
Creates a new payment plan
Update Current Company
Update the company information for currently authenticated user.
Issue a refund
Issue a refund a customer the amount specified, can be a partial refund.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
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Frequently Asked Questions
To start, connect both your PayHere and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PayHere triggers actions in webCRM (or vice versa).
Absolutely. You can customize how PayHere data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between PayHere and webCRM 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 PayHere and webCRM. 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 PayHere
PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.
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