Integração Razorpay Odoo CRM usando agentes de IA
O Appy Pie Automate permite que você integre Razorpay com Odoo CRM usando agentes de IA
- Não é necessário cartão de crédito
- 7 dias de teste gratuito
- Configuração rápida de relâmpagos
Simplifique a integração Razorpay Odoo CRM com configuração perfeita
Configure facilmente a integração Razorpay Odoo CRM sem codificação. Comece a automatizar seus fluxos de trabalho e integre o Razorpay com o Odoo CRM hoje mesmo.
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Factura paga
Acciona quando uma factura é paga na totalidade.
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Factura Parcialmente Paga
Acciona quando um pagamento parcial é feito contra uma factura.
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Novo Acordo
Aciona quando um novo assentamento é criado
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Pagamento Capturado
Acciona quando um novo pagamento é capturado com sucesso.
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Pagamento falhado
Acciona quando um novo pagamento falha.
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Ligação de pagamento paga
Acciona quando uma Ligação de Pagamento é paga.
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Ligação de pagamento Parcialmente paga
Acciona quando um pagamento parcial é efectuado numa ligação de pagamento padrão.
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Novo Cliente
Acciona quando se adiciona um novo Cliente.
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Novo Lead/Opportunity
Acciona quando se adiciona um novo Lead/Opportunity.
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Criar Cliente
Cria um cliente.
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Criar chumbo/oportunidade
Criar um novo Lead/Opportunity.
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Actualizar Cliente
Actualiza um cliente.
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Factura paga
Acciona quando uma factura é paga na totalidade.
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Factura Parcialmente Paga
Acciona quando um pagamento parcial é feito contra uma factura.
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Novo Acordo
Aciona quando um novo assentamento é criado
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Pagamento Capturado
Acciona quando um novo pagamento é capturado com sucesso.
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Pagamento falhado
Acciona quando um novo pagamento falha.
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Ligação de pagamento paga
Acciona quando uma Ligação de Pagamento é paga.
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Ligação de pagamento Parcialmente paga
Acciona quando um pagamento parcial é efectuado numa ligação de pagamento padrão.
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Novo Cliente
Acciona quando se adiciona um novo Cliente.
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Novo Lead/Opportunity
Acciona quando se adiciona um novo Lead/Opportunity.
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Criar Cliente
Cria um cliente.
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Criar chumbo/oportunidade
Criar um novo Lead/Opportunity.
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Actualizar Cliente
Actualiza um cliente.
Como funcionam as integrações Razorpay e Odoo CRM
Siga as etapas abaixo para começar a configurar suas integrações Razorpay usando o Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose a trigger app you want, select event, authenticate & successfully Test
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Step 2: Select Action
After Completing Trigger test Continue to Select “Action App” from the list.
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Step 3: Authenticate
Select a resulting action from the Action Event list & authenticate your Action App.
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Step 4: Set-up & Test
Select the data you want to send from Trigger to Action & Your Connect is ready!
Popular Templates for Razorpay and Odoo CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Customer from Odoo CRM from Invoice Paid to razorpay
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When this happens:
Invoice Paid
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Then do this:
Create Customer
Create Lead/Opportunity from Odoo CRM from Invoice Paid to razorpay
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When this happens:
Invoice Paid
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Then do this:
Create Lead/Opportunity
Update Customer in Odoo CRM when Invoice Paid is added to razorpay
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When this happens:
Invoice Paid
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Then do this:
Update Customer
Create Customer from Odoo CRM from Invoice Partially Paid to razorpay
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When this happens:
Invoice Partially Paid
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Then do this:
Create Customer
Create Lead/Opportunity from Odoo CRM from Invoice Partially Paid to razorpay
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When this happens:
Invoice Partially Paid
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Then do this:
Create Lead/Opportunity
Update Customer in Odoo CRM when Invoice Partially Paid is added to razorpay
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When this happens:
Invoice Partially Paid
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Then do this:
Update Customer
Create Customer from Odoo CRM from Payment Captured to razorpay
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When this happens:
Payment Captured
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Then do this:
Create Customer
Create Lead/Opportunity from Odoo CRM from Payment Captured to razorpay
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When this happens:
Payment Captured
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Then do this:
Create Lead/Opportunity
Update Customer in Odoo CRM when Payment Captured is added to razorpay
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When this happens:
Payment Captured
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Then do this:
Update Customer
Create Customer from Odoo CRM from Payment Failed to razorpay
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When this happens:
Payment Failed
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Then do this:
Create Customer
Create Lead/Opportunity from Odoo CRM from Payment Failed to razorpay
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When this happens:
Payment Failed
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Then do this:
Create Lead/Opportunity
Update Customer in Odoo CRM when Payment Failed is added to razorpay
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When this happens:
Payment Failed
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Then do this:
Update Customer
Create Customer from Odoo CRM from Payment Link Paid to razorpay
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When this happens:
Payment Link Paid
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Then do this:
Create Customer
Create Lead/Opportunity from Odoo CRM from Payment Link Paid to razorpay
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When this happens:
Payment Link Paid
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Then do this:
Create Lead/Opportunity
Update Customer in Odoo CRM when Payment Link Paid is added to razorpay
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When this happens:
Payment Link Paid
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Then do this:
Update Customer
Create Customer from Odoo CRM from Payment Link Partially Paid to razorpay
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When this happens:
Payment Link Partially Paid
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Then do this:
Create Customer
Create Lead/Opportunity from Odoo CRM from Payment Link Partially Paid to razorpay
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When this happens:
Payment Link Partially Paid
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Then do this:
Create Lead/Opportunity
Update Customer in Odoo CRM when Payment Link Partially Paid is added to razorpay
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When this happens:
Payment Link Partially Paid
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Then do this:
Update Customer
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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O Odoo CRM é a plataforma de Gestão de Relacionamento com o Cliente mais amigável, fácil de implementar e rentável. Com características poderosas e personalizáveis, o odoo crm pode melhorar qualquer negócio para ser mais bem sucedido.
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The integration between Razorpay and Odoo CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Razorpay and Odoo CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Razorpay with Odoo CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Razorpay-Odoo CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Razorpay and Odoo CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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