Connect Razorpay and PocketSmith
Integrate Razorpay with PocketSmith to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get User Account from PocketSmith when A New Refund Is Created in Razorpay
Find Transactions in PocketSmith when A New Refund Is Created in Razorpay
Update Transaction in Pocketsmith when Payment Fails in Razorpay
Create Transaction in Pocketsmith when A New Order Paid in Razorpay
Update Budget in PocketSmith when A New Order Paid in Razorpay
Popular Razorpay + PocketSmith flows
Start from a real workflow other teams are already running.
Choose a trigger
Razorpay
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
When a settlement is processed
When a payment dispute is created
New Customer Created
Choose an action
PocketSmith
Automatically do this!
Create Transaction
Update Budget
Get User Account
Get Account
Get Budget Summary
Find Transactions
Create Category
Update Transaction
Delete Transaction
Create Budget Event
Get User Account from PocketSmith when A New Refund Is Created in Razorpay
Use this flowFind Transactions in PocketSmith when A New Refund Is Created in Razorpay
Use this flowUpdate Transaction in Pocketsmith when Payment Fails in Razorpay
Use this flowCreate Transaction in Pocketsmith when A New Order Paid in Razorpay
Use this flowUpdate Budget in PocketSmith when A New Order Paid in Razorpay
Use this flowGet User Account from PocketSmith when A New Order Paid in Razorpay
Use this flowGet Account from PocketSmith when A New Order Paid in Razorpay
Use this flowGet Budget Summary from PocketSmith when A New Order Paid in Razorpay
Use this flowFind Transactions in PocketSmith when A New Order Paid in Razorpay
Use this flowCreate Category in Pocketsmith when A New Order Paid in Razorpay
Use this flowSupported Triggers & Actions
Everything you can automate between Razorpay and PocketSmith.
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.
Cancel Payment Link
Cancel a payment link to stop any further payments from being made through it.
Refund a Payment
Issue a full or partial refund for an existing captured payment.
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 a reminder for an existing invoice by email, SMS, or both.
Create Customer
Create a new customer profile in Razorpay with contact details, billing and shipping addresses, GSTIN, and notes.
Update Customer
Update an existing customer's name, email, or contact number.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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.
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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
About PocketSmith
PocketSmith is a personal finance software that helps users manage their budgets, track their spending, and plan for the future. With features like cash flow forecasting, budget tracking, and financial goal setting, PocketSmith provides a comprehensive solution for individuals looking to take control of their financial health.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Razorpay and PocketSmith 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.
Yes. viaSocket uses instant triggers where available, so data moves between Razorpay and PocketSmith as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach PocketSmith. No coding required.
Yes. You can set up a workflow where Razorpay triggers actions in PocketSmith, and a separate workflow where PocketSmith triggers actions in Razorpay. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Razorpay and PocketSmith. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Razorpay and PocketSmith integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
