
When this happens...
A New Payment Captured
A New Refund Is Created
Any Payment Failed
A New Order Paid
An Invoice is paid
A Payment Link Is Expired
A Refund Is processed
A Payment Link Is Cancelled
Any Payment Link Get Paid
A New Subscription Authenticated
A New Subscription Activated
A New Subscription Charged
A New Subscription Completed
A New Subscription Updated
A New Subscription Pending
A New Subscription Halted
A New Subscription Cancelled
A New Subscription Paused
A New Subscription Resumed
A New Payment Authorized

Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
When a new payment is successfully captured.
Triggers when a new refund is created.
Triggers when any payment failed.
Triggers when a new order paid
Triggers when any invoice get paid
Triggers when a payment link get Expired
Action is the task that follows automatically within your Razorpay integrations.
Adds a new customer in Razorpay.
Creates a new subscription plan.
Create a new subscription.
Create an invoice with customer details
Create an item in Razorpay
Create a Payment Link using basic details

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Razorpay and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Razorpay triggers actions in Close (or vice versa).
Absolutely. You can customize how Razorpay data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Razorpay and Close 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 Razorpay and Close. 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.
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.
Learn MoreClose is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
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