Finmo + Razorpay Integration

Integrate Finmo to Razorpay in one click, or tell Integrately AI how you want each deal handled. Create customers and orders, update invoices, and sync your financial records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
  • Razorpay
    Payment is captured in Razorpay Instant
  • Razorpay
    Payment is failed in Razorpay Instant
  • Razorpay
    Order is paid in Razorpay Instant
  • Razorpay
    Payment link is paid in Razorpay Instant
  • Razorpay
    Payment is authorized in Razorpay Instant
  • Razorpay
    Invoice is partially paid in Razorpay Instant
  • Razorpay
    Refund is processed in Razorpay Instant
  • Razorpay
    Invoice is expired in Razorpay Instant
  • Razorpay
    Payment link is expired in Razorpay Instant
  • Razorpay
    Payment Link is cancelled in Razorpay Instant
  • Razorpay
    Payment is dispute created in Razorpay Instant
  • Razorpay
    Refund speed is changed in Razorpay Instant
  • Razorpay
    Payment link is partially paid in Razorpay Instant
  • Razorpay
    Payment dispute lost in Razorpay Instant
  • Razorpay
    Payment dispute won in Razorpay Instant
  • Razorpay
    Payment dispute closed in Razorpay Instant
  • Razorpay
    Invoice is paid in Razorpay Instant
  • Razorpay
    Refund is created in Razorpay Instant
Arrow Right
2.
  • Razorpay
    Create customer in Razorpay
  • Razorpay
    Update customer in Razorpay
  • Razorpay
    Create payment Link in Razorpay
  • Razorpay
    Create order in Razorpay
  • Razorpay
    Update order in Razorpay
  • Razorpay
    Get order by id in Razorpay
  • Razorpay
    Create invoice in Razorpay
  • Razorpay
    Get invoice by id in Razorpay
  • Razorpay
    Create subscription in Razorpay
  • Razorpay
    Update subscription in Razorpay
  • Razorpay
    Create plan in Razorpay
  • Razorpay
    Create item in Razorpay
  • Razorpay
    Update item in Razorpay

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Ready Workflows Ready Workflows for Finmo + Razorpay Integration

Create customers, generate payment links, update records, and handle refunds, all in just one click.

Most popular automationmost-popular-automations
Finmo + Razorpay Integration

Create Razorpay contact for new Finmo applicaion

Automatically creating Razorpay contact for new Finmo applicaion can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Razorpay contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Finmo + Razorpay flow

Streamline mortgage payments and financial tracking by connecting your CRM, communication tools, and spreadsheets. Pick a combination and activate it in one click.

Finmo
Razorpay
+
HubspotHubspot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
F
R
H
Create a Razorpay customer and a HubSpot contact whenever a new deal is created in Finmo
New Finmo deals instantly generate a Razorpay customer and a HubSpot contact, removing manual data entry.
F
R
H
Create a Razorpay order and a HubSpot deal when an application is submitted by a borrower in Finmo
Borrower applications in Finmo automatically generate Razorpay orders and HubSpot deals for tracking.
F
R
H
Generate a Razorpay payment link and update HubSpot when a Finmo deal is submitted
Submitted Finmo deals trigger Razorpay payment links and update HubSpot deal stages instantly.
F
R
H
Create a Razorpay invoice and a HubSpot task when a Finmo document request status is updated
Document request updates in Finmo trigger Razorpay invoices and create follow-up tasks in HubSpot.

Supported triggers and actions for Finmo and Razorpay

Mix and match to build the exact automation you need

Finmo
Finmo Triggers & Actions
Instant
New deal is created in Finmo
Triggers the automation when a new deal is created
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Instant
Deal note is created in Finmo
Triggers the automation when a deal note is created
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Instant
Deal is submitted in Finmo
Triggers the automation when a deal is submitted
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Instant
Document request status is updated in Finmo
Triggers the automation when the status of a document request is updated
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Instant
Application is submitted by borrower in Finmo
Triggers the automation when a borrower submits an application
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No action is available
Razorpay
Razorpay Triggers & Actions
Instant
Payment is captured in Razorpay
Triggers the automation when a payment is captured
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Instant
Payment is failed in Razorpay
Triggers the automation when a payment fails
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Instant
Order is paid in Razorpay
Triggers the automation when payment is made for any order
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Instant
Payment link is paid in Razorpay
Triggers the automation when payment is successfully made using a link
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Instant
Payment is authorized in Razorpay
Triggers the automation when a payment is authorized
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Instant
Invoice is partially paid in Razorpay
Triggers the automation when an invoice is partially paid
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Instant
Refund is processed in Razorpay
Triggers the automation when a refund is processed
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Instant
Invoice is expired in Razorpay
Triggers the automation when the validity of an invoice expires
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Instant
Payment link is expired in Razorpay
Triggers the automation when a payment link expires
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Instant
Payment Link is cancelled in Razorpay
Triggers the automation when a payment link is cancelled
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Instant
Payment is dispute created in Razorpay
Triggers the automation when a payment dispute is created
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Instant
Refund speed is changed in Razorpay
Triggers the automation when the refund speed is changed
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Instant
Payment link is partially paid in Razorpay
Triggers the automation when a payment link is paid
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Instant
Payment dispute lost in Razorpay
Triggers the automation when a payment dispute is lost
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Instant
Payment dispute won in Razorpay
Triggers the automation when a payment dispute is won
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Instant
Payment dispute closed in Razorpay
Triggers the automation when a payment dispute is resolved and closed
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Instant
Invoice is paid in Razorpay
Triggers the automation when an invoice is marked as paid
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Instant
Refund is created in Razorpay
Triggers the automation when a refund is initiated
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Create customer in Razorpay
Adds a new customer to the database
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Update customer in Razorpay
Updates a customer's information
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Create payment Link in Razorpay
Generates secure payment links for customers to make transactions
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Create order in Razorpay
Creates a new order
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Update order in Razorpay
Updates the status and details of an existing order
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Get order by id in Razorpay
Retrieves an order by its id
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Create invoice in Razorpay
Generates invoices for sales transactions
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Get invoice by id in Razorpay
Retrieves a invoice using its id
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Create subscription in Razorpay
Enrolls users in a subscription service
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Update subscription in Razorpay
Updates the subscription details
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Create plan in Razorpay
Generates a new plan based on user input
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Create item in Razorpay
Generates a new item
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Update item in Razorpay
Updates an item with new information
Try it →

What can you automate with Finmo + Razorpay?

Connect your mortgage workflows and payment gateway to eliminate manual data entry and speed up collections.

What you can automate?
🔄
Automate customer creation from new deals
Instantly create a Razorpay customer profile the moment a new deal is created in Finmo, ensuring billing profiles are ready before payment collection begins.
📝
Capture every submitted application field
Map borrower application details from Finmo into Razorpay orders and payment links to maintain complete transaction context across both platforms.
🔔
Notify your team the moment deals arrive
Send instant notifications to your finance channel or team members when a new deal is submitted or an application is received in Finmo.
🔀
Route payments based on application data
Generate specific payment links or invoices in Razorpay depending on the document request status or deal parameters submitted in Finmo.
📊
Keep financial records continuously updated
Update customer records, invoices, and orders in Razorpay automatically as mortgage deals progress through various stages in Finmo.
🛡️
Prevent duplicate customer profiles
Search existing records and update customer information in Razorpay instead of creating duplicate entries when deals are modified.
💳
Handle document status changes and billing
Trigger invoice generation and order updates in Razorpay whenever document request statuses are modified in Finmo.
🚀
Extend your workflow to team apps
Connect Finmo and Razorpay triggers to tools like Google Sheets, Slack, or QuickBooks Online to automate your entire mortgage operations stack.
And much more...

Who is Finmo + Razorpay integration for?

Mortgage professionals, finance teams, and loan officers connect Finmo and Razorpay to eliminate manual data entry and streamline payment collections.

Finance analysts
Finance analysts
Loan officers
Loan officers
Client account managers
Client account managers
Mortgage operations teams
Mortgage operations teams
Billing coordinators
Billing coordinators
Audit and compliance leads
Audit and compliance leads
📈
Finance analysts
You're reviewing mortgage revenue reports but your financial ledger only updates when someone manually exports payment data, so the transaction totals you're analysing are always hours behind — with this integration, every new deal and order syncs instantly and your data stays current.
Loan officers
You need to collect mortgage fees the moment a borrower submits an application in Finmo, but manual payment link creation causes delays — connecting these apps means every submission instantly generates a Razorpay payment link so clients can pay without waiting.
📋
Client account managers
You answer to borrowers who want to see confirmation of their mortgage fees and application progress, but your systems are disconnected — automating both apps means every status change creates accurate invoices and updates records immediately.
🏢
Mortgage operations teams
The volume of new deals and document requests is too high for anyone to keep up by hand, leading to missed billing steps — this integration means every new deal automatically provisions Razorpay customers and logs records without manual intervention.
🤝
Billing coordinators
You own the payment collection stage and depend on loan officers to hand over deal details from Finmo, but key information often gets delayed — automating these platforms means every deal submission instantly creates the required Razorpay order.
🗂️
Audit and compliance leads
You need a reliable history of every mortgage application and corresponding payment transaction, but keep finding gaps between platforms — connecting these apps means every record matches across your systems without manual tracking gaps.
Our team

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Why choose Integrately to automate Finmo + Razorpay

Build and manage your Finmo + Razorpay automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Finmo + Razorpay with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Finmo to Razorpay?
Frequently Asked Questions
You can connect Finmo to Razorpay in 1-click using ready workflows on Integrately, or use Integrately AI to build custom automations linking Finmo and Razorpay with apps like HubSpot, Slack, and Google Sheets.
Can I automatically create Razorpay customers when a new Finmo deal is created?
Frequently Asked Questions
Can I connect Finmo, Razorpay, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Finmo and Razorpay?
Frequently Asked Questions
How does Finmo handle deal data during integration?
Frequently Asked Questions
How are Razorpay orders and invoices handled with Finmo?
Frequently Asked Questions
Do I need coding skills to automate Finmo and Razorpay?
Frequently Asked Questions
Is the Finmo and Razorpay integration free?
Frequently Asked Questions
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You Can Also Connect Finmo or Razorpay With 1500+ Other Apps

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Razorpay
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Sync Razorpay with accounting, invoicing, and reporting tools to keep financial transactions reconciled.
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