Integration
Connect Ploomes to Razorpay
When New contact fires in Ploomes, your agent runs Add customer in Razorpay. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Ploomes and Razorpay to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Ploomes can start in Razorpay
When New contact in Ploomes
then Add customer 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 Ploomes and Razorpay
Triggers and actions 3 triggers · 46 actions
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
- Add customer
Creates a customer in Razorpay with a name, contact details and optional notes.
- 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.
- Add order
Creates a Razorpay order for a given amount and currency, which a customer payment can then be made against.
- Add plan
Creates a subscription plan in Razorpay with a billing period, interval and item price.
- Add refund
Creates a refund for a captured Razorpay payment, for the full amount or a partial amount.
- Add subscription
Creates a Razorpay subscription for a plan, optionally with add-ons, an offer and customer notification details.
- Capture payment
Captures an authorized payment, changing its status from authorized to captured.
- Get customer
Returns a Razorpay customer's details by customer ID.
- Get invoice
Returns the full details of a Razorpay invoice by its ID, including customer details, line items, amounts and payment status.
- Get order
Returns the details of a Razorpay order by its ID, including amount, amount paid, status and notes.
- Get payment
Returns the details of a Razorpay payment by its ID, including amount, status, method and notes.
- Get payment link
Returns the details of a payment link (standard or UPI), including its amount, status, customer and payments.
- Get plan
Returns the details of a subscription plan, including its billing period, interval and item pricing.
- Get refund
Returns a single refund by its ID, including amount, status, payment and notes.
- Get settlement
Returns the details of a single settlement, including amount, fees, tax, status and bank reference.
- Get subscription
Returns a Razorpay subscription by its ID, including its plan, status, billing cycle counts and notes.
- List customers
Returns the customers in your Razorpay account (up to 100).
- List invoices
Returns the invoices in your Razorpay account, optionally narrowed to one customer, payment, receipt number or subscription.
- List orders
Returns the orders in your Razorpay account, optionally filtered by receipt, authorization state or creation date range.
- List payment links
Returns the Standard and UPI Payment Links in your Razorpay account, optionally filtered by payment ID or reference ID.
- List payments
Returns the payments on your Razorpay account, optionally limited to a creation date range.
- List plans
Returns the subscription plans in your Razorpay account, optionally limited to a creation date range.
- List refunds
Returns the refunds on your Razorpay account, optionally limited to a creation date range.
- List settlements
Returns the settlements made to your bank account, optionally limited to a date range (up to 100 most recent).
- List subscriptions
Returns the subscriptions in your Razorpay account, optionally filtered by plan and creation date.
- Update customer
Updates an existing customer's name, email or phone number.
- Update payment
Updates the notes on a Razorpay payment and returns the updated payment.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Ploomes
Ploomes to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ploomes to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Ploomes to StripeStripe is a payment processing platform for online businesses.
Ploomes to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Ploomes to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Ploomes to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Razorpay
HubSpot to RazorpayHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RazorpayGoogle Sheets
Gmail to RazorpayGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RazorpayGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Ploomes and Razorpay, answered
What can start an automation from Ploomes?
Any of Ploomes's 3 triggers in the catalog, including New contact, New deal and New task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Razorpay when something happens in Ploomes?
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 Ploomes?
Razorpay has no triggers in the catalog today, so automations start in Ploomes. 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 Ploomes 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 Ploomes 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.