Connect Razorpay and Salesmate 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!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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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 Customer
Creates 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 Payment Link
Creates a payment link customers can use to pay online.
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Frequently Asked Questions
To start, connect both your Razorpay and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Razorpay triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Razorpay data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Razorpay and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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