Connect Zomentum to Razorpay

Both apps 59Zomentum 31Razorpay 28

• Trigger
  Client Created

  Triggers when a new client company is created in Zomentum.

• Trigger
  Client Updated

  Triggers when a client company in Zomentum is updated.

• Trigger
  Contact Created

  Triggers when a new contact is created in Zomentum.

• Trigger
  Contact Updated

  Triggers when a contact is created or updated in Zomentum.

• Trigger
  Document Approved

  Triggers when a document is approved.

• Trigger
  Document Created

  Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.

• Trigger
  Document Updated

  Triggers when a document is created or updated, optionally limited to one client, status or document type.

• Trigger
  Opportunity Created

  Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated in Zomentum.

• Trigger
  Users

  Triggers when a new user is added to your Zomentum account.

• Action
  Add call log

  Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.

• Action
  Add meeting

  Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.

• Action
  Add task

  Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.

• Action
  Delete client company

  Deletes a client company in Zomentum by its ID.

• Action
  Delete opportunity

  Deletes an opportunity from Zomentum and confirms whether it was removed.

• Action
  Find catalog items

  Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.

• Action
  Find documents

  Returns the documents that match a client company, status, document type, or created or updated date range, along with the products each document contains.

• Action
  Find opportunities

  Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.

• Action
  Get catalog item

  Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.

• Action
  Get Client Company

  Returns one client company by its ID, including its addresses, owner and custom field values.

• Action
  Get Client Contact

  Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.

• Action
  Get document

  Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.

• Action
  GetOpportunity

  Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.

• Action
  List client companies

  Returns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.

• Action
  List client contacts

  Returns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.

• Action
  List documents

  Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.

• Action
  List opportunities

  Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.

• Action
  List pipelines

  Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.

• Action
  List tasks

  Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.

• Action
  List users

  Returns the users in your Zomentum account, optionally only those with a given email address or phone number.

• Action
  Update task

  Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed.

• 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 payment link

  Creates a Razorpay payment link for an amount, optionally tied to a customer, and returns its shareable short URL.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.