--- title: "Connect Capsule CRM to Razorpay - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Add customer\" in Razorpay." canonical: "https://apiant.ai/connect/capsule-crm-to-razorpay" --- # Connect Capsule CRM to Razorpay When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Add customer** in [Razorpay](https://apiant.ai/connections/razorpay). Describe the whole flow and it is built, tested on every scenario and kept running. Capsule CRM **8** triggers Capsule CRM **62** actions Razorpay **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Capsule CRM and Razorpay to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Capsule CRM can start in Razorpay - When **New case** in Capsule CRM then **Add customer** in Razorpay - When **New opportunity** in Capsule CRM then **Add invoice** in Razorpay Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Capsule CRM and Razorpay ## Triggers and actions 8 triggers · 89 actions - Trigger **List projects** list projects (cases/kases), surfacing new ones over time - Trigger **List tasks** list tasks, surfacing new ones over time - Trigger **New case** Polls for newly created cases in Capsule CRM. - Trigger **New opportunity** Polls for newly created opportunities in Capsule CRM. - Trigger **New organization** Polls for newly created organizations in Capsule CRM. - Trigger **New person** Polls for newly created people in Capsule CRM. - Trigger **New task** Polls for newly created tasks in Capsule CRM. - Trigger **New user** Polls for newly created user accounts in Capsule CRM. - Action **Add additional party to opportunity** add an additional party to an opportunity - Action **Add Task** Add a task in Capsule CRM, optionally linked to a party. - Action **Complete a task** Marks a task as completed in Capsule CRM. - Action **Create a case** Creates a new case (kase) in Capsule CRM, optionally linked to a party. - Action **Create a new task for organization** This action creates a new task for the specified organization. - Action **Create an open case for organization** This action creates a new open case for the specified organization. - Action **Create an open case for person** This action creates a new open case for the specified person. - Action **Create an organization** Creates a new organization party in Capsule CRM. - Action **Create a note** Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM. - Action **Create a person** Creates a new person party in Capsule CRM. - Action **Create a tag for organization** This action creates a new tag for the specified organization. - Action **Create a tag for person** This action creates a new tag for the specified person. - Action **Create entry** create an activity entry - Action **Create opportunity** create an opportunity - Action **Create party** create a party (person or organization) - Action **Create project** create a project (case) - Action **Create tag** create a tag for an entity type - Action **Delete a party** Deletes a party by id in Capsule CRM. - Action **Delete entry** delete an activity entry - Action **Delete opportunity** delete an opportunity - Action **Delete project** delete a project - Action **Delete tag** delete a tag - Action **Delete task** delete a task - Action **Get Party** Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id. - Action **List additional parties for opportunity** list additional parties on an opportunity - Action **List cases** Lists cases (kases) in Capsule CRM. - Action **List deleted opportunities** list deleted opportunities - Action **List deleted parties** list deleted parties - Action **List deleted projects** list deleted projects - Action **List employees of party** list people employed at an organization party - Action **List entries by date** list activity entries by date - Action **List entries for entity** list activity entries for a party/opportunity/project - Action **List opportunities** Lists sales opportunities in Capsule CRM. - Action **List opportunities by party** list opportunities for a party - Action **List parties** Lists parties (people and organizations) in Capsule CRM. - Action **List projects associated with opportunity** list projects associated with an opportunity - Action **List projects by party** list projects for a party - Action **List tags** list tags for an entity type - Action **List teams** list teams - Action **List tracks for entity** list tracks for an entity - Action **List users** list users - Action **Remove additional party from opportunity** remove an additional party from an opportunity - Action **Run filter query** run a saved/ad-hoc filter query for an entity - Action **Search opportunities** search opportunities - Action **Search parties** Searches parties by a free-text query in Capsule CRM. - Action **Search projects** search projects - Action **Show current user** get the authenticated user - Action **Show entry** retrieve an activity entry by ID - Action **Show opportunity** retrieve an opportunity by ID - Action **Show project** retrieve a project by ID - Action **Show site config** get account/site configuration - Action **Show tag** retrieve a tag by ID - Action **Show task** retrieve a task by ID - Action **Show user** retrieve a user by ID - Action **Update entry** update an activity entry - Action **Update opportunity** update an opportunity - Action **Update party** update a party - Action **Update project** update a project - Action **Update tag** update a tag - Action **Update task** update a task - Action **Update user** update a user - Action **Upload attachment** upload an attachment - Action **Add customer** Creates a customer in Razorpay with a name, contact details and optional notes. - Action **Add invoice** Creates a Razorpay invoice for an existing customer or new customer details, with the line items to bill, and returns the invoice with its payment link. - Action **Add order** Creates a Razorpay order for a given amount and currency, which a customer payment can then be made against. - Action **Add plan** Creates a subscription plan in Razorpay with a billing period, interval and item price. - Action **Add refund** Creates a refund for a captured Razorpay payment, for the full amount or a partial amount. - Action **Add subscription** Creates a Razorpay subscription for a plan, optionally with add-ons, an offer and customer notification details. - Action **Capture payment** Captures an authorized payment, changing its status from authorized to captured. - Action **Get customer** Returns a Razorpay customer's details by customer ID. - Action **Get invoice** Returns the full details of a Razorpay invoice by its ID, including customer details, line items, amounts and payment status. - Action **Get order** Returns the details of a Razorpay order by its ID, including amount, amount paid, status and notes. - Action **Get payment** Returns the details of a Razorpay payment by its ID, including amount, status, method and notes. - Action **Get payment link** Returns the details of a payment link (standard or UPI), including its amount, status, customer and payments. - Action **Get plan** Returns the details of a subscription plan, including its billing period, interval and item pricing. - Action **Get refund** Returns a single refund by its ID, including amount, status, payment and notes. - Action **Get settlement** Returns the details of a single settlement, including amount, fees, tax, status and bank reference. - Action **Get subscription** Returns a Razorpay subscription by its ID, including its plan, status, billing cycle counts and notes. - Action **List customers** Returns the customers in your Razorpay account (up to 100). - Action **List invoices** Returns the invoices in your Razorpay account, optionally narrowed to one customer, payment, receipt number or subscription. - Action **List orders** Returns the orders in your Razorpay account, optionally filtered by receipt, authorization state or creation date range. - Action **List payment links** Returns the Standard and UPI Payment Links in your Razorpay account, optionally filtered by payment ID or reference ID. - Action **List payments** Returns the payments on your Razorpay account, optionally limited to a creation date range. - Action **List plans** Returns the subscription plans in your Razorpay account, optionally limited to a creation date range. - Action **List refunds** Returns the refunds on your Razorpay account, optionally limited to a creation date range. - Action **List settlements** Returns the settlements made to your bank account, optionally limited to a date range (up to 100 most recent). - Action **List subscriptions** Returns the subscriptions in your Razorpay account, optionally filtered by plan and creation date. - Action **Update customer** Updates an existing customer's name, email or phone number. - Action **Update payment** Updates the notes on a Razorpay payment and returns the updated payment. ## Each app on its own - [ **Capsule CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connections/capsule-crm) - [ **Razorpay** Razorpay is India’s first full-stack financial solutions company.](https://apiant.ai/connections/razorpay) Reviews ## What our customers say ## More from Capsule CRM - [ **Capsule CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/capsule-crm-to-hubspot) - [ **Capsule CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/capsule-crm-to-salesforce) - [ **Capsule CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/capsule-crm-to-gmail) - [ **Capsule CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/capsule-crm-to-mailchimp) - [ **Capsule CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/capsule-crm-to-stripe) - [ **Capsule CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/capsule-crm-to-shopify) ## More into Razorpay - [ **HubSpot to Razorpay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-razorpay) - [ **Salesforce to Razorpay** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-razorpay) - [ **Slack to Razorpay** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-razorpay) - [ **Google Sheets to Razorpay** Google Sheets](https://apiant.ai/connect/google-sheets-to-razorpay) - [ **Gmail to Razorpay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-razorpay) - [ **Google Calendar to Razorpay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-razorpay) Questions ## Capsule CRM and Razorpay, answered ### ### What can start an automation from Capsule CRM? Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New organization and New person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Razorpay when something happens in Capsule CRM? Any of Razorpay's 27 actions, including Update customer, Update payment, Add customer and Add invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Razorpay to Capsule CRM? Razorpay has no triggers in the catalog today, so automations start in Capsule CRM. If you need the other direction, ask: your agent reads Razorpay's API documentation and adds it. ### ### Do I have to build a connector for Capsule CRM or Razorpay? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Capsule CRM and Razorpay without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.