Wealthbox CRM + Razorpay Integration

Connect Wealthbox CRM to Razorpay - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Razorpay automations, you can effortlessly accept payments, manage subscriptions, and gain valuable insights into your financial data. Get the best of both with Integrately’s Wealthbox CRM + Razorpay integration.
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Wealthbox CRM + Razorpay Integration

Create Razorpay contact for new Wealthbox CRM contact

If you're using Wealthbox CRM to manage your sales leads, it's important to also use Razorpay to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Wealthbox CRM, a corresponding contact will automatically be created in Razorpay.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Wealthbox CRM + Razorpay Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM

    Triggers the automation when any opportunity is updated

  • Wealthbox CRM
    Contact is created in Wealthbox CRM

    Triggers the automation when a new contact is created

  • Wealthbox CRM
    Task is created in Wealthbox CRM

    Triggers the automation when a new task is created

  • Wealthbox CRM
    Workflow is created in Wealthbox CRM

    Triggers the automation when a workflow is created

  • Wealthbox CRM
    Comment is created in Wealthbox CRM

    Triggers the automation when a new comment is created

  • Wealthbox CRM
    Event is created in Wealthbox CRM

    Triggers the automation when a new event is created

  • Wealthbox CRM
    Project is created in Wealthbox CRM

    Triggers the automation when a new project is created

  • Wealthbox CRM
    Note is created in Wealthbox CRM

    Triggers the automation when a new note is created

  • Razorpay
    Payment is captured in Razorpay

    Triggers the automation when a payment is captured

    Instant
  • Razorpay
    Payment is failed in Razorpay

    Triggers the automation when a payment fails

    Instant
  • Razorpay
    Order is paid in Razorpay

    Triggers the automation when payment is made for any order

    Instant
  • Razorpay
    Payment link is paid in Razorpay

    Triggers the automation when payment is successfully made using a link

    Instant
  • Razorpay
    Payment is authorized in Razorpay

    Triggers the automation when a payment is authorized

    Instant
  • Razorpay
    Invoice is partially paid in Razorpay

    Triggers the automation when an invoice is partially paid

    Instant
  • Razorpay
    Refund is processed in Razorpay

    Triggers the automation when a refund is processed

    Instant
  • Razorpay
    Invoice is expired in Razorpay

    Triggers the automation when the validity of an invoice expires

    Instant
  • Razorpay
    Payment link is expired in Razorpay

    Triggers the automation when a payment link expires

    Instant
  • Razorpay
    Payment Link is cancelled in Razorpay

    Triggers the automation when a payment link is cancelled

    Instant
  • Razorpay
    Payment is dispute created in Razorpay

    Triggers the automation when a payment dispute is created

    Instant
  • Razorpay
    Refund speed is changed in Razorpay

    Triggers the automation when the refund speed is changed

    Instant
  • Razorpay
    Payment link is partially paid in Razorpay

    Triggers the automation when a payment link is paid

    Instant
  • Razorpay
    Payment dispute lost in Razorpay

    Triggers the automation when a payment dispute is lost

    Instant
  • Razorpay
    Payment dispute won in Razorpay

    Triggers the automation when a payment dispute is won

    Instant
  • Razorpay
    Payment dispute closed in Razorpay

    Triggers the automation when a payment dispute is resolved and closed

    Instant
  • Razorpay
    Invoice is paid in Razorpay

    Triggers the automation when an invoice is marked as paid

    Instant
  • Razorpay
    Refund is created in Razorpay

    Triggers the automation when a refund is initiated

    Instant
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM

    Adds a new contact to the database

  • Wealthbox CRM
    Search contact by email in Wealthbox CRM

    Finds and retrieves contact information using their email address

  • Wealthbox CRM
    Update Contact in Wealthbox CRM

    Updates contact information with new details

  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM

    Finds information about a contact using the phone number

  • Wealthbox CRM
    Search contact by name in Wealthbox CRM

    Finds information about a contact using the name

  • Wealthbox CRM
    Get contact by id in Wealthbox CRM

    Retrieves a contact's information based on their id

  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM

    Creates a new instance of the support system

  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM

    Updates the opportunity details as needed

  • Wealthbox CRM
    Create Task in Wealthbox CRM

    Creates a new task

  • Wealthbox CRM
    Update Task in Wealthbox CRM

    Updates the task with new information or changes

  • Wealthbox CRM
    Create Note in Wealthbox CRM

    Creates a new note in the particular format

  • Wealthbox CRM
    Update Note in Wealthbox CRM

    Updates a note with new information

  • Wealthbox CRM
    Create Event in Wealthbox CRM

    Adds a new contact to the contact list

  • Wealthbox CRM
    Update Event in Wealthbox CRM

    Updates event details with the latest information

  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM

    Retrieves contact information based on the unique id provided

  • Wealthbox CRM
    Create workflow in Wealthbox CRM

    Creates a new workflow

  • Wealthbox CRM
    Update workflow in Wealthbox CRM

    Updates the workflow with new changes or information

  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM

    Searches for a workflow template for a workflow

  • Wealthbox CRM
    Create Project in Wealthbox CRM

    Creates a new project

  • Wealthbox CRM
    Update Project in Wealthbox CRM

    Updates project information

  • Razorpay
    Create customer in Razorpay

    Adds a new customer to the database

  • Razorpay
    Update customer in Razorpay

    Updates a customer's information

  • Razorpay
    Create payment Link in Razorpay

    Generates secure payment links for customers to make transactions

  • Razorpay
    Create order in Razorpay

    Creates a new order

  • Razorpay
    Update order in Razorpay

    Updates the status and details of an existing order

  • Razorpay
    Get order by id in Razorpay

    Retrieves an order by its id

  • Razorpay
    Create invoice in Razorpay

    Generates invoices for sales transactions

  • Razorpay
    Get invoice by id in Razorpay

    Retrieves a invoice using its id

  • Razorpay
    Create subscription in Razorpay

    Enrolls users in a subscription service

  • Razorpay
    Update subscription in Razorpay

    Updates the subscription details

  • Razorpay
    Create plan in Razorpay

    Generates a new plan based on user input

  • Razorpay
    Create item in Razorpay

    Generates a new item

  • Razorpay
    Update item in Razorpay

    Updates an item with new information

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You Can Also Connect Wealthbox CRM or Razorpay With 1200+ Other Apps

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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

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Razorpay is India's leading payment gateway. It helps your business accept payments instantly with a simple integration and provides you with an online dashboard to manage all transactions.

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