--- title: "Connect Playbook Creative to Razorpay - APIANT.ai" description: "When \"Asset Added\" fires in Playbook Creative, your agent runs \"Add customer\" in Razorpay." canonical: "https://apiant.ai/connect/playbook-creative-to-razorpay" --- # Connect Playbook Creative to Razorpay When **Asset Added** fires in [Playbook Creative](https://apiant.ai/connections/playbook-creative), 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. Playbook Creative **2** triggers Playbook Creative **18** 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 Playbook Creative 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 Playbook Creative can start in Razorpay - When **Asset Added** in Playbook Creative then **Add customer** in Razorpay - When **Asset Updated in Board** in Playbook Creative 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 Playbook Creative and Razorpay ## Triggers and actions 2 triggers · 45 actions - Trigger **Asset Added** Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to. - Trigger **Asset Updated in Board** Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed. - Action **Create Asset** Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board. - Action **Create Board** Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board. - Action **Create Organization** Creates a new Playbook organization (workspace) with the given name and returns its id and slug. - Action **Delete asset** Deletes an asset from a Playbook workspace. - Action **Delete board** Deletes a board from a Playbook workspace. - Action **Find Asset** Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more. - Action **Find Board** Returns the boards in a Playbook workspace whose title matches the text you search for. - Action **Get asset** Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs. - Action **Get board** Returns one Playbook board, including its title, description, asset count, published-page state and preview assets. - Action **List assets** Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time. - Action **List boards** Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date. - Action **List organizations** Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits. - Action **List users** Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search. - Action **Move Asset** Moves one or more assets into a different board in a Playbook workspace. - Action **Update Asset** Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it. - Action **Update Asset Status** Sets the status of an asset in a Playbook workspace and returns the updated asset. - Action **Update asset tags** Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset. - Action **Update board** Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board. - 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 - [ **Playbook Creative** Playbook Creative is a digital asset management tool that helps you organize and collaborate on your assets.](https://apiant.ai/connections/playbook-creative) - [ **Razorpay** Razorpay is India’s first full-stack financial solutions company.](https://apiant.ai/connections/razorpay) Reviews ## What our customers say ## More from Playbook Creative - [ **Playbook Creative to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/playbook-creative-to-salesforce) - [ **Playbook Creative to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/playbook-creative-to-slack) - [ **Playbook Creative to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/playbook-creative-to-stripe) - [ **Playbook Creative to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/playbook-creative-to-shopify) - [ **Playbook Creative to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/playbook-creative-to-quickbooks-online) - [ **Playbook Creative to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/playbook-creative-to-trello) ## 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 ## Playbook Creative and Razorpay, answered ### ### What can start an automation from Playbook Creative? Any of Playbook Creative's 2 triggers in the catalog, including Asset Added and Asset Updated in Board. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Razorpay when something happens in Playbook Creative? 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 Playbook Creative? Razorpay has no triggers in the catalog today, so automations start in Playbook Creative. 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 Playbook Creative 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 Playbook Creative 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.