Perfex CRM + Razorpay

Create new Perfex CRM leads for failed Razorpay payments

Effortlessly manage your customer interactions when a payment fails in Razorpay by automatically creating a new lead in Perfex CRM. This simple automation helps you respond quickly and efficiently, ensuring your customer service remains top-notch. Make the most of your CRM by tracking and managing failed transactions directly within your workflow.

When this happens...
Payment Failed
Triggers when a new payment fails.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead in the system.
ActionWrite

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Supported triggers and actions

What does this mean?

Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Instant
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Payment Captured
Triggers when a new payment is successfully captured.
Trigger
Instant
Try It
Payment Link Paid
Triggers when a Payment Link is paid.
Trigger
Instant
Try It
- Payment PageRequired
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It

New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It

- Contact IdRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
- SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
Action
Write
- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- IDRequired
- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

Invoice Partially Paid
Triggers when a partial payment is made against an invoice.
Trigger
Instant
Try It
Payment Failed
Triggers when a new payment fails.
Trigger
Instant
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Payment Link Partially Paid
Triggers when a partial payment is made on a Standard Payment Link.
Trigger
Instant
Try It
New Contract
Triggers when a new contract created.
Trigger
Scheduled
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
Action
Write
- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- IDRequired
Action
Search

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

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Related categories

CRM (Customer Relationship Management)

About Razorpay

Razorpay is India’s first full-stack financial solutions company. We enable businesses to accept and disburse payments, raise capital and park money.

Related categories

Payment Processing

Perfex CRM + Razorpay

Create new Perfex CRM leads for failed Razorpay payments

Invoice Paid

Payment Captured

Payment Link Paid

Payment Page Paid

New Customer

New Invoice

New Payment

New Proposal

New Ticket

Create Contract

Date End

Contract Type

Contract Value

Description

Content

Create Invoice

Allowed Payment Modes

Create Project

Progress From Tasks

Project Cost

Progress

Project Rate Per Hour

Estimated Hours

Project Members

Deadline Date

Tags

Description

Create Task

Is Public?

Billable?

Hourly Rate

Milestone

DueDate

Priority

Repeat Every

Cycles

Related ID

Tags

Description

Create Estimate

Due Date

Billing City

Billing State

Billing Zip

Billing Country

Shipping Street

Shipping State

Shipping Zip

Shipping Country

Tags

Status

Reference No

Sale Agent

Admin Note

Client Note

Terms

Find or Create Customer

Vat

Phone Number

Website

Address

City

State

Zip

Country

Partnership Type

Billing Street

Billing City

Billing State

Billing Zip

Billing Country

Shipping Street

Shipping City

Shipping State

Shipping Zip

Shipping Country

Invoice Partially Paid

Payment Failed