Connect Razorpay and Perfex CRM to unlock the power of automation
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Set up your first integration
Quickly connect Razorpay to Perfex CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Razorpay with Perfex CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Invoice Paid" from Razorpay.
Add your action
An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Razorpay and Perfex CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerInstant - Payment Captured
Triggers when a new payment is successfully captured.
Try ItTriggerInstant - Payment Link Paid
Triggers when a Payment Link is paid.
Try ItTriggerInstant - Payment PageRequired
Try ItTriggerInstant
- Invoice Partially Paid
Triggers when a partial payment is made against an invoice.
Try ItTriggerInstant - Payment Failed
Triggers when a new payment fails.
Try ItTriggerInstant - Payment Link Partially Paid
Triggers when a partial payment is made on a Standard Payment Link.
Try ItTriggerInstant - New Contract
Triggers when a new contract created.
Try ItTriggerPolling
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Connect Razorpay and Perfex CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
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Resolve incidents faster with automation
Frequently Asked Questions about Razorpay + Perfex CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Razorpay and Perfex CRM
How do I integrate Razorpay with Perfex CRM?
To integrate Razorpay with Perfex CRM, you can use our integration platform to set up the connection. Begin by creating a new Zap where you choose Razorpay as the trigger application and select a specific trigger event, such as 'Payment Captured'. Then, set Perfex CRM as your action application and configure your desired action, like 'Create Invoice'. This will allow for automated workflows between the two systems based on specified triggers.
