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Razorpay
Integration

The online payment gateway layer. Accept customer payments through Razorpay, verify successful transactions, and record them directly inside the CRM against the correct itinerary, booking, invoice, and lead context.

How the Payment Flow Works
From Pending Balance to
Verified CRM Payment Record

The CRM creates the order, opens checkout, verifies the signature cryptographically, and converts the successful payment into a tracked record with full business context.

1
Customer Sees Pending Balance

Public trip portal shows total payable, net paid, and remaining balance. Pay Now button visible when Razorpay is active and balance remains.

2
CRM Creates Razorpay Order and Pending Record

Order created in INR with configured credentials. Pending payment entry inserted into the CRM ledger before checkout begins. Amount validated against pending balance.

3
Razorpay Checkout Opens for Customer

Checkout flow uses the active Razorpay key, generated order ID, and traveler details. Name, email, phone, trip name, and amount passed into the checkout context.

4
Signature Verified Cryptographically

CRM verifies the returned signature using the Razorpay key secret. Checks order_id|payment_id before accepting. Mismatch and duplicate protection applied.

5
Payment Record Updated, Status Calculated

Pending record updated with transaction reference and verification notes. Balance-aware status set as partial or paid based on remaining amount.

6
Itinerary, Booking, Invoice Synced Automatically

Itinerary confirmed. Booking record created or updated. Invoice payment status recalculated. Internal notifications, email, and WhatsApp follow-ups triggered.

Verification, Security, and Configuration
Cryptographic Verification.
Controlled Gateway Management.
Signature Verification

Payment accepted only after cryptographic verification of the returned signature using the Razorpay key secret. No frontend-only success signals trusted.

Mismatch and Duplicate Protection

Pending payment matched using internal ID, order ID, payment ID, and stored references. Mismatched or already-confirmed payments rejected automatically.

Test and Live Mode Control

Separate key pairs for test and live environments. CRM automatically uses the correct credentials based on selected mode. Safe validation before going live.

Balance-Aware Status Calculation

The CRM does not blindly mark every payment as fully paid. It recalculates total paid against trip total and sets partial or paid based on the remaining balance.

Downstream Sync, Notifications, and Communication
Payment Becomes a
Full CRM Workflow Event
Itinerary Confirmation

Successful payment can automatically confirm the itinerary. The sales pipeline stays aligned with the financial outcome.

Booking and Invoice Sync

Confirmed booking record created or updated. Linked invoice payment status recalculated. Operations and finance working from the same updated records.

Internal Notifications

CRM notification showing who paid, how much, and which itinerary, booking, invoice, and payment reference were involved. Immediate team visibility.

Email and WhatsApp Follow-ups

Payment confirmation messages, itinerary PDFs, invoice PDFs, and follow-up text sent to the customer through configured communication channels.

The payment confirmation redirect takes the customer to a clean confirmation view instead of a raw gateway callback. A payment-status recheck flow also allows the CRM to re-verify when needed.

Key Functionality
Everything the Integration Includes
Central Razorpay
Settings
Test and Live
Mode Support
Separate Test and
Live Credentials
Customer-Facing
Razorpay Checkout
Auto Order Creation
in Razorpay
Pending Record
Before Checkout
Amount Validation
Against Balance
Signature
Verification
Mismatch and
Duplicate Protection
Partial and Full
Status Calculation
Itinerary, Booking,
Invoice Sync
Internal Payment
Notifications
Email and WhatsApp
Follow-up Support
Confirmation
Redirect Flow
Subscription Renewal
Payment Links

See Razorpay Integration in Action

Watch how Triplide accepts customer payments through Razorpay, verifies transactions, and syncs them into itinerary, booking, and invoice records automatically.

Book a Free Demo