Connect PayHere and Wortal CRM to Build Intelligent Automations
Enable Integrations or automations with these events of PayHere and Wortal CRM
Enable Integrations or automations with these events of PayHere and Wortal CRM
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your PayHere and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PayHere triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how PayHere data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between PayHere and Wortal CRM 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 Wortal CRM. 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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About Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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