Instamojo + Platform.ly Integration

Integrate Instamojo to Platform.ly in one click, or tell Integrately AI how you want each payment handled. Record transactions, update your marketing contacts, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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2.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Instamojo + Platform.ly Integration

Capture payments, create contacts, update marketing lists, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Instamojo + Platform.ly Integration

Create Platform.ly contact for new Instamojo payment

If you're using Instamojo to process payments on your website, you may want to create a corresponding contact in Platform.ly for each transaction. When a payment is added in Instamojo, this automation will automatically create the contact and populate it with the relevant information.

This allows you to keep track of your billing activity and generate reports from within Platform.ly.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Instamojo + Platform.ly flow

Sync payments and contacts with e-commerce, email, and spreadsheet tools to keep your revenue and marketing data aligned. Pick a combination and activate it in one click.

Instamojo
Platform.ly
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ShopifyShopify (6)
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WooCommerceWooCommerce (6)
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MailchimpMailchimp (6)
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StripeStripe (6)
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RazorpayRazorpay (6)
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Google SheetsGoogle Sheets (6)
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Add every new Instamojo payment as a Platform.ly contact, and create a customer in Shopify.
New Instamojo payments instantly create contacts in Platform.ly and set up customer profiles in Shopify without manual data entry.
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When a payment request is added in Instamojo, update the Platform.ly contact and create an order in Shopify.
Keep your store records and marketing contacts synchronized whenever a new payment request is generated in Instamojo.
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When a refund is issued in Instamojo, update the Platform.ly contact and cancel the order in Shopify.
Process refunds seamlessly by updating your marketing contact and cancelling the associated Shopify order automatically.
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If an Instamojo payment is successful, add a tag in Platform.ly and create a customer in Shopify.
Segment high-value buyers in Platform.ly and provision their customer profiles in Shopify instantly.
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Use ChatGPT to summarise Instamojo payment notes, update Platform.ly, and create a Shopify product.
Extract custom product data from payment notes using AI, update Platform.ly, and list the item in Shopify.
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When an Instamojo payment is completed, create a Platform.ly contact, create a Shopify customer, and notify Slack.
Alert your sales team in Slack while automatically logging the new payment in Platform.ly and Shopify.

Supported triggers and actions for Instamojo and Platform.ly

Mix and match to build the exact automation you need

Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
Try it →
No action is available
Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
Try it →
Remove all segments from contact in Platform.ly
Removes all segments from a contact
Try it →

What can you automate with Instamojo + Platform.ly?

Streamline your payment processing and marketing operations with robust, automated workflows designed for modern businesses.

What you can automate?
đŸ’ŗ
Sync every Instamojo payment to Platform.ly
Automatically capture new transactions from Instamojo and create corresponding contacts in Platform.ly the moment payment clears. Eliminate manual data entry and ensure your CRM is always up to date.
📋
Capture every submitted payment field and note
Map all custom fields, payment requests, and transaction notes from Instamojo into Platform.ly instead of just basic contact info. Your marketing database becomes a comprehensive source for customer insights.
🔔
Alert your team instantly on Slack
Send real-time notifications to your sales or finance channel on Slack whenever a new Instamojo payment or refund is processed. Ensure your team can act on high-value transactions immediately.
🔀
Route contacts based on payment tier or amount
Apply conditional logic to sort incoming Instamojo payments. Assign VIP tags or specific marketing segments in Platform.ly depending on the transaction value or submitted custom fields.
🔄
Keep customer records updated across platforms
Automatically update existing Platform.ly contacts whenever transaction details change or new payment requests are generated in Instamojo. Keep your marketing data clean and synchronized.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Platform.ly before creating a new record from an Instamojo payment. Prevent duplicate entries and maintain a clean, unified customer database.
â†Šī¸
Handle refunds and status changes automatically
Trigger automated updates in Platform.ly whenever an Instamojo refund is issued or a payment request status changes. Keep your customer lifecycle stages accurate without manual intervention.
📊
Extend your workflow to Google Sheets or CRMs
Connect your Instamojo and Platform.ly flow with Google Sheets or other popular apps to log transaction rows, update accounting ledgers, and trigger multi-step team operations.
And much more...

Who is Instamojo + Platform.ly integration for?

Revenue leaders, marketers, and finance teams connect Instamojo and Platform.ly to eliminate manual data entry, streamline contact management, and keep financial reporting accurate.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Operations coordinators
Operations coordinators
Finance and bookkeeping teams
Finance and bookkeeping teams
📈
Performance marketers
You're running acquisition campaigns but your marketing metrics only update when someone manually exports payment data, so the conversion counts you're optimising against are always a few hours behind — this integration means every new payment lands in your CRM instantly and your campaign data stays current.
⚡
Sales development reps
You need to follow up with paying customers immediately, but new transactions sit unassigned until someone checks the payment gateway, causing delayed outreach — this integration means every payment contact is created in your system instantly so your sales team can engage without delay.
🤝
Agency account managers
You answer to clients who want to see real-time revenue and contact growth, but compiling gateway reports by hand takes hours every week — this integration means client records and payment logs update automatically and reporting becomes completely effortless.
🛒
E-commerce store owners
Order volume is growing faster than your team can manually transcribe customer details into marketing tools, leading to missing subscriber lists — this integration means every order and payment request flows straight into your CRM without manual data entry.
âš™ī¸
Operations coordinators
You own fulfillment and depend on finance to hand over payment confirmations before you can start processing orders, creating operational bottlenecks — this integration means every payment triggers immediate downstream actions across your entire tech stack.
📊
Finance and bookkeeping teams
You need a reliable audit trail for every transaction and keep finding discrepancies between your payment gateway and marketing lists due to manual entry errors — this integration means every refund and payment record is logged accurately across all systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Instamojo + Platform.ly

Build and manage your Instamojo + Platform.ly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Instamojo + Platform.ly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Instamojo to Platform.ly?
Frequently Asked Questions
You can connect Instamojo to Platform.ly instantly using 1-click ready workflows or by asking Integrately AI to build your automation. It takes seconds to link your accounts alongside Shopify, WooCommerce, Stripe, and 1,500+ other apps.
Can I automatically create a Platform.ly contact whenever a new payment is added in Instamojo?
Frequently Asked Questions
Can I connect Instamojo, Platform.ly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Instamojo and Platform.ly?
Frequently Asked Questions
How are payment requests handled between Instamojo and Platform.ly?
Frequently Asked Questions
Can Instamojo refunds update my Platform.ly contacts automatically?
Frequently Asked Questions
Do I need coding skills to integrate Instamojo and Platform.ly?
Frequently Asked Questions
Is the Instamojo and Platform.ly integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Instamojo or Platform.ly With 1500+ Other Apps

Instamojo
Popular Instamojo Integrations
Connect Instamojo with payment processors, accounting platforms, and invoicing tools to streamline financial management.
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Instamojo Integrations arrow right
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Platform.ly
Popular Platform.ly Integrations
Sync Platform.ly with CRM systems, email marketing platforms, and analytics tools to enhance your marketing automation.