Integrations Razorpay elements financial advisor
Razorpay + elements financial advisor

Connect Razorpay and elements financial advisor to Build Intelligent Automations

Choose a Trigger

Razorpay

When this happens...

Choose an Action

elements financial advisor

Automatically do this!

Enable Integrations or automations with these events of Razorpay and elements financial advisor

Enable Integrations or automations with these events of Razorpay and elements financial advisor

Triggers

A New Payment Captured

A New Payment Captured

When a new payment is successfully captured.

A New Refund Is Created

A New Refund Is Created

Triggers when a new refund is created.

Any Payment Failed

Any Payment Failed

Triggers when any payment failed.

A New Order Paid

A New Order Paid

Triggers when a new order paid

An Invoice is paid

An Invoice is paid

Triggers when any invoice get paid

A Payment Link Is Expired

A Payment Link Is Expired

Triggers when a payment link get Expired

Actions

Create a customer

Create a customer

Adds a new customer in Razorpay.

Create a Plan

Create a Plan

Creates a new subscription plan.

Create a Subscription

Create a Subscription

Create a new subscription.

Create an invoice

Create an invoice

Create an invoice with customer details

Create an item

Create an item

Create an item in Razorpay

Create a Standard Payment Link

Create a Standard Payment Link

Create a Payment Link using basic details

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Frequently Asked Questions

How do I start an integration between Razorpay and elements financial advisor?

To start, connect both your Razorpay and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Razorpay triggers actions in elements financial advisor (or vice versa).

Can we customize how data from Razorpay is recorded in elements financial advisor?

Absolutely. You can customize how Razorpay data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Razorpay and elements financial advisor?

The data sync between Razorpay and elements financial advisor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Razorpay to elements financial advisor?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Razorpay and elements financial advisor?

Yes, you can set conditional logic to control the flow of data between Razorpay and elements financial advisor. 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

About Razorpay

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.

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elements financial advisor

About elements financial advisor

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

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