Connect Razorpay and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Payment Captured
A New Refund Is Created
Payment Fails
A New Order Paid
Invoice Is Paid
Payment Link Expires
New Refund Is Processed
Payment Link Is Cancelled
Any Payment Link Gets Paid
New Subscription Authenticated
Subscription Becomes Active
Subscription Is Charged
Subscription Completes
Subscription Updated
New Subscription Is Pending
New Subscription Is Halted
Subscription Is Cancelled
Subscription Paused
Subscription Resumed
New Payment Authorized
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Search Company
Search Lead
Ready to use Razorpay and Kylas CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Payment Captured
Runs when a payment is successfully captured.
A New Refund Is Created
Runs when a new refund is created in Razorpay.
Payment Fails
Runs when any payment fails.
A New Order Paid
Triggers when a new order paid
Invoice Is Paid
Runs when an invoice is paid.
Payment Link Expires
Runs when a payment link expires.
Do thisActions
Action is the task that follows automatically within your Razorpay integrations.
Create a customer
Adds a new customer in Razorpay.
Create a Plan
Creates a new subscription plan.
Create a Subscription
Create a new subscription.
Create an invoice
Create an invoice with customer details
Create an item
Create an item in Razorpay
Create a Standard Payment Link
Create a Payment Link using basic details
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Frequently Asked Questions
To start, connect both your Razorpay and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Razorpay triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Razorpay data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Razorpay and Kylas 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 Razorpay and Kylas 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 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.
Learn MoreAbout Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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