Connect Template To and Razorpay to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create a customer
Create a Plan
Create an invoice
Create an item
Create a Standard Payment Link
Create an order in razorpay
Ready to use Template To and Razorpay automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
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
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
Create a customer
Adds a new customer in Razorpay.
Create a Plan
Creates a new subscription plan.
Create an invoice
Create an invoice with customer details
Create an item
Create an item 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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