Connect Razorpay and Salesforce
Integrate Razorpay with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Razorpay when New Contact in Salesforce
Cancel Payment Link in Razorpay when New Contact in Salesforce
Refund a Payment in Razorpay when New Contact in Salesforce
Request Instant Settlement through Razorpay when New Contact in Salesforce
Send Invoice Reminder via Razorpay when New Contact in Salesforce
Popular Razorpay + Salesforce 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
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Create Contact in Razorpay when New Contact in Salesforce
Use this flowCancel Payment Link in Razorpay when New Contact in Salesforce
Use this flowRefund a Payment in Razorpay when New Contact in Salesforce
Use this flowRequest Instant Settlement through Razorpay when New Contact in Salesforce
Use this flowSend Invoice Reminder via Razorpay when New Contact in Salesforce
Use this flowCreate Customer in Razorpay when New Contact in Salesforce
Use this flowUpdate Customer in Razorpay when New Contact in Salesforce
Use this flowCreate Subscription Plan in Razorpay when New Contact in Salesforce
Use this flowCapture a Payment with Razorpay when New Contact in Salesforce
Use this flowCreate Subscription in Razorpay when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Razorpay and Salesforce.
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 Contact
Create a new contact with a name, email, phone number, reference ID, and optional notes.
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.
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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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.
Learn More About Automation
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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 moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Razorpay and Salesforce 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 Salesforce 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 Salesforce. No coding required.
Yes. You can set up a workflow where Razorpay triggers actions in Salesforce, and a separate workflow where Salesforce 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 Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Razorpay and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
