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Easedesk integrations — connect bank, email, WhatsApp and more

Easedesk supports bank feeds, Razorpay payments, ZeptoMail email, WhatsApp, GSTN, EPFO, ESIC, IndiaMart, and a REST API. How to enable each.

4 min read·Updated 2026-06-30

Quick answer

Open Settings → Integrations. Each integration card shows status + a Configure button. Most need: API keys from the provider, a one-time OAuth or token paste, and a test call. Once connected, data flows automatically (e.g. bank statements, payment confirmations, marketplace leads).

Available integrations

  • Payment: Razorpay (collect from invoices)
  • Email: ZeptoMail, SendGrid, SMTP (send invoices, OTPs)
  • WhatsApp: send invoices + payment links
  • Government: GSTN (e-invoice + GSTR), EPFO (ECR), ESIC (challan)
  • Bank feeds: ICICI, HDFC (via SFTP or API)
  • Marketplace: IndiaMart, Justdial leads
  • Accounting export: Tally, Zoho Books
  • API: REST endpoints for all modules

How to enable an integration

Settings → Integrations → click the integration card → Configure. Each integration has its own setup (API key paste, OAuth click-through, etc.). Click Test Connection to verify. Status badge turns green when live.

Per-tenant credentials

Each integration's credentials are per-tenant. We never share keys across tenants. Stored encrypted in the tenant_integrations table.

Frequently asked questions

Can I build my own integration?
Yes — our REST API covers all modules. See easedesk.com/developers for docs. OAuth + API keys are both supported.
Do integrations cost extra?
No — included in all paid plans. You only pay the third-party (e.g. Razorpay processing fees, WhatsApp message charges).
What if a provider's API is down?
Most integrations are async — Easedesk queues failed calls and retries. Settings → Integrations shows recent failures + retry counts.
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