Razorpay
· #359 most-usedAutomate your payment lifecycle — captures, refunds, and fulfilment without manual intervention
Razorpay is India's leading full-stack payments platform — enabling businesses to accept payments via cards, UPI, net banking, wallets, and EMI, and to disburse payments, issue invoices, and manage subscriptions through a single API. Connect it to Actionist and your agents can create orders and payment links, capture payments, issue refunds, monitor subscription lifecycle events, and trigger fulfilment and accounting workflows the moment a payment settles — without anyone touching the Razorpay dashboard.
Eliminates manual work. Agents eliminate manual payment link creation, dashboard-based reconciliation, refund routing, and failed-payment follow-up — the most time-consuming repetitive tasks in the Razorpay payment lifecycle.
What your Razorpay agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Razorpay × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Payment link created and logged the moment a deal is accepted
When a deal advances to 'Proposal Accepted' in HubSpot, the agent reads the deal amount and customer details, creates a Razorpay payment link, logs the URL back to the deal record, and notifies the rep in Slack — all before the rep has finished writing the follow-up email.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales22 min / weekManual payment link creation after deal acceptance
Reps log into the Razorpay dashboard, manually fill in the amount and customer details, copy the link, paste it into the CRM, and then email it to the customer — typically taking 10-15 minutes per deal.
Sales Agent0 minAgent creates and logs payment links at deal acceptanceWhen a deal reaches 'Proposal Accepted', the agent creates a Razorpay payment link with the exact amount, logs it to the deal record, and notifies the rep — all within about a minute of the stage change.
- Marketing18 min / weekManual campaign revenue attribution after payments
The marketing team cross-references Razorpay payment records against campaign source tags manually each week, copying amounts into the attribution spreadsheet and recalculating conversion rates.
Marketing Agent0 minAgent attributes revenue to campaigns on each payment link conversionWhen a payment link paid event fires, the agent logs the conversion and campaign source to the attribution sheet automatically — no manual spreadsheet update required after each sale.
- Customer Support14 min / weekManual refund processing via dashboard
Support agents collect refund details, escalate to finance for approval, wait for the finance team to log into Razorpay and process the refund, then manually update the customer — often taking 1-3 business days.
Customer Support Agent0 minAgent initiates refunds and notifies customers within minutesWhen a refund is approved, the agent calls Create a Refund, logs the refund ID to the ticket, and sends the customer a confirmation — the whole flow completes without routing through finance for standard cases.
- Human Resources12 min / weekManual contractor invoice creation and payment tracking
HR creates each contractor invoice manually in Razorpay, emails the invoice separately, and then chases payment status by logging into the dashboard — repeating this cycle for every contractor each month.
Human Resources Agent0 minAgent creates contractor invoices and tracks payment status automaticallyWhen approved contractor work is logged, the agent creates a Razorpay invoice, sends it to the contractor, and logs the invoice ID to the expense tracker — no manual invoice creation or status-chasing required.
- Finance30 min / weekManual weekly payment export and reconciliation
Finance manually exports payment data from the Razorpay dashboard each week, copies the CSV into Google Sheets, formats the breakdown by payment method, and cross-references against orders.
Finance Agent0 minAgent reconciles weekly payments automatically to Google SheetsEvery Friday, the agent fetches all captured payments for the week, groups them by method, and writes the breakdown to the reconciliation sheet — finance teams open Friday with numbers already in the sheet.
- Operations35 min / weekManual order and payment lifecycle monitoring
Ops manually checks the Razorpay dashboard for stale orders, uncaptured payments, and expired payment links — a process that requires logging into multiple dashboard views and cross-referencing against CRM records.
Operations Agent0 minAgent monitors the full payment lifecycle and flags anomalies automaticallyThe operations agent checks order status, payment capture state, and payment link expiry on schedule — flagging stale orders, uncaptured authorisations, and expiring links before they become revenue problems.
- Legal20 min / weekManual refund SLA tracking and transaction compliance review
Legal manually reviews Razorpay refund records each week, compares timestamps against contractual SLAs, and screens high-value transactions for AML compliance — a time-intensive process with no audit trail unless documented manually.
Legal Agent0 minAgent runs refund SLA and high-value transaction compliance checks weeklyThe legal agent fetches all refunds and high-value transactions on schedule, checks each against SLA and AML thresholds, and appends to the compliance log — a complete audit trail without any manual screening.
Calculate what your team saves
Based on Razorpay's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Razorpay into Actionist
Pick the connection method that suits your environment.
Connect Razorpay using your API Key ID and Key Secret — the standard credential pair for all Razorpay API operations. Use test keys for staging environments and live keys for production agents.
Log in to your Razorpay Dashboard. Go to Settings → API Keys. If you have not already generated a key pair, click 'Generate Test Key' (for staging) or 'Generate Live Key' (for production).
Copy the Key ID and Key Secret. The Key Secret is shown only once at generation — if you have lost it, regenerate a new key pair. Treat the Key Secret like a password.
Paste both the Key ID and Key Secret into Actionist and click Test connection. Actionist makes a read-only API call to verify the credentials before any actions run.
15 actions your agent can call
Read and write operations available to your Actionist agent.
7 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Razorpay
Reusable agent skills that work well alongside this app.
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