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How Zapier works
Zapier makes it easy to integrate Razorpay with Salesforce - 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 "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Razorpay and Salesforce, 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 Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
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Connect Razorpay and Salesforce 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Razorpay + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Razorpay and Salesforce
How can I initiate a payment process in Razorpay from Salesforce?
You can initiate a payment process in Razorpay directly from Salesforce by using our trigger-action system. For example, when a new order is created in Salesforce, this can trigger an action that sends the order details to Razorpay and initiates the payment process automatically.
Is it possible to update Razorpay payment status back into Salesforce?
Yes, by setting up appropriate triggers, we can automatically update the payment status back into Salesforce once the payment status changes in Razorpay. This helps keep your sales and customer databases synchronized without manual input.
What information is necessary for integrating Razorpay with Salesforce?
To integrate Razorpay with Salesforce, you’ll need API access credentials from both systems. This includes API keys from Razorpay and Salesforce authentication credentials. You also need to set up triggers and actions that align with your business processes.
Can I automate invoice generation in Salesforce based on successful payments in Razorpay?
Certainly! Once a successful payment notification is received from Razorpay, you can set up a trigger that automatically generates an invoice in Salesforce. This makes the process seamless and reduces the administrative workload involved.
How do we ensure data security during the integration between Razorpay and Salesforce?
We utilize secure APIs provided by both platforms to ensure data transfer is encrypted and secure. It’s important to regularly review permissions and use secure API tokens as part of best practices for maintaining data integrity.
Can I create custom workflows using both Razorpay and Salesforce integrations?
Yes, custom workflows can be created by defining specific triggers such as customer sign-ups in Salesforce or specific actions like triggering refund processes in Razorpay based on conditions you set.
What should I do if there’s an error during the integration setup between Razorpay and Salesforce?
If an error occurs during setup, check if all API credentials are correct and ensure all required permissions are granted. Review logs for specific error messages which might indicate misconfigurations related to triggers or actions.
