Connect Template To and Razorpay to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create Customer
Create a Plan
Create a Subscription
Create an invoice
Create an item
Create Payment Link
Create Razorpay Order
Pause a Subscription
Cancel a Subscription
Ready to use Template To and Razorpay automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
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.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create Customer
Creates a new customer in Razorpay.
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Frequently Asked Questions
To start, connect both your Template To and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how Template To data is recorded in Razorpay. This includes choosing which data fields go into which fields of Razorpay, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Razorpay 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 Template To and Razorpay. 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreAbout 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.
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