Paystack + Zoho CRM

Create new Zoho CRM entries from new Paystack payment page transactions

Capture key business opportunities seamlessly when new payment transactions occur in Paystack. This workflow instantly transfers Payment Page Transaction data to Zoho CRM as a new Module Entry. This simple, yet powerful, automation provides real-time updates and ensures your sales team can swiftly act on new revenue opportunities. Eliminate the manual transfer of data and keep your customer information centrally organized in Zoho CRM.

When this happens...
New Payment Page Transaction
Triggers when there's a new successful or failed transaction from a Payment Page
TriggerScheduled
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- Transaction timeoutRequired
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Status of InvoiceRequired
Trigger
Scheduled
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- Status of TransactionRequired
- Payment Page IDRequired
Trigger
Scheduled
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- Renewal StatusRequired
Trigger
Scheduled
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- Status of TransactionRequired
Trigger
Scheduled
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- NameRequired
- DescriptionRequired
- PriceRequired
- CurrencyRequired
- Unlimited
- Quantity
Action
Write

- CodeRequired
- TokenRequired
Action
Write
- TransactionRequired
- Reason
- Amount to refund
Action
Write
- Terminal NameRequired
- Whatsapp NumberRequired
Action
Write
- TerminalRequired
- Invoice IDRequired
- Offline ReferenceRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- AmountRequired
- Currency
- DescriptionRequired
- Invoice Number
Action
Write
- Order IdRequired
- StatusRequired
Action
Write
- Email AddressRequired
Action
Search
- Transaction referenceRequired
Action
Search
- Customer's email addressRequired
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
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- ModuleRequired
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

Cancelled Subscription
Triggers when there's a an existing subscription is cancelled by you or the customer.
Trigger
Scheduled
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New Chargeback
Triggers when a chargeback is logged against your account and awaiting your feedback
Trigger
Scheduled

Paystack + Zoho CRM

Create new Zoho CRM entries from new Paystack payment page transactions

Supported triggers and actions

Abandoned Transaction

New Customer

New Invoice

New Payment Page Transaction

Subsciption Renewal

New Transaction

Add Product

Cancel Subscription

Create Refund

Create Virtual Terminal

Push Invoice to Terminal

Send Simple Invoice

Update Order

Find Customer

Find Transaction

Get Customer Totals

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Cancelled Subscription

New Chargeback