Connect Razorpay and salesoptima to Build Intelligent Automations
Choose a Trigger
When this happens...
A New Payment Captured
A New Refund Is Created
Any Payment Failed
A New Order Paid
An Invoice is paid
A Payment Link Is Expired
A Refund Is processed
A Payment Link Is Cancelled
Any Payment Link Get Paid
A New Subscription Authenticated
A New Subscription Activated
A New Subscription Charged
A New Subscription Completed
A New Subscription Updated
A New Subscription Pending
A New Subscription Halted
A New Subscription Cancelled
A New Subscription Paused
A New Subscription Resumed
A New Payment Authorized
Choose an Action
Automatically do this!
- Request a new Action for salesoptima
Enable Integrations or automations with these events of Razorpay and salesoptima
Enable Integrations or automations with these events of Razorpay and salesoptima
Triggers
A New Payment Captured
When a new payment is successfully captured.
A New Refund Is Created
Triggers when a new refund is created.
Any Payment Failed
Triggers when any payment failed.
A New Order Paid
Triggers when a new order paid
An Invoice is paid
Triggers when any invoice get paid
A Payment Link Is Expired
Triggers when a payment link get Expired
Actions
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 salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Razorpay triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Razorpay data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Razorpay and salesoptima 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 salesoptima. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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