Integrations Razorpay Plumsail Documents
Razorpay + Plumsail Documents

Popular Razorpay + Plumsail Documents flows

Start from a real workflow other teams are already running.

Choose a trigger

Razorpay logo

Razorpay

When this happens...

Choose an action

Plumsail Documents logo

Plumsail Documents

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Razorpay and Plumsail Documents.

When this happensTriggers

A trigger is an event that starts a workflow.

New Payment Captured

New Payment Captured

Runs when a payment is successfully captured.

A New Refund Is Created

A New Refund Is Created

Runs when a new refund is created in Razorpay.

Payment Fails

Payment Fails

Runs when any payment fails.

A New Order Paid

A New Order Paid

Triggers when a new order paid

Invoice Is Paid

Invoice Is Paid

Runs when an invoice is paid.

Payment Link Expires

Payment Link Expires

Runs when a payment link expires.

Do thisActions

Action is the task that follows automatically within your Razorpay integrations.

Create Contact

Create Contact

Create a new contact with a name, email, phone number, reference ID, and optional notes.

Cancel Payment Link

Cancel Payment Link

Cancel a payment link to stop any further payments from being made through it.

Refund a Payment

Refund a Payment

Issue a full or partial refund for an existing captured payment.

Request Instant Settlement

Request Instant Settlement

Request an instant settlement to disburse the full balance or a specified amount, with optional description and notes.

Send Invoice Reminder

Send Invoice Reminder

Send a reminder for an existing invoice by email, SMS, or both.

Create Customer

Create Customer

Create a new customer profile in Razorpay with contact details, billing and shipping addresses, GSTIN, and notes.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
AI Workflow Builder

From idea to automation.
AI will build it for you

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Razorpay and Plumsail Documents free

No credit card required. Set up your first workflow in minutes.

Integrations Razorpay
Razorpay + Plumsail Documents
Razorpay logo

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 more
Integrations Plumsail Documents
Plumsail Documents + Razorpay
Plumsail Documents logo

About Plumsail Documents

Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.

Learn more

Frequently Asked Questions

How do I connect Razorpay and Plumsail Documents?

Sign up for a free viaSocket account, then authorize both your Razorpay and Plumsail Documents accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Razorpay and Plumsail Documents as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Razorpay to Plumsail Documents?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Plumsail Documents. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Razorpay triggers actions in Plumsail Documents, and a separate workflow where Plumsail Documents triggers actions in Razorpay. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Razorpay and Plumsail Documents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Razorpay and Plumsail Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.