Connect EaseDesk to other services
Today EaseDesk connects to Razorpay for online payments on your invoices, your own mailbox for sending email, and your website through webhooks, and prepares e-Invoice and e-Way Bill files for the GST portals. Tally, WhatsApp, a customer portal, an AI assistant and an open API are coming soon.
In EaseDesk: Settings → Organisation. Log in or start a free trial.
Steps
- 1 Open Settings → Organisation.
- 2 On the Payments tab, connect your Razorpay account so customers can pay invoices online.
- 3 On the E-invoice tab, turn on e-invoicing if your turnover needs it.
- 4 On the Email tab, add your own mailbox so documents go from your address.
- 5 On the Webhooks tab, click Add a webhook to let your website create records in EaseDesk.
Available today
| Service | What it does for you | Where |
|---|---|---|
| Razorpay (your own account) | Customers pay invoices by UPI, card or net banking from the invoice link, and the receipt is recorded for you. | Payments tab |
| UPI QR code | Every invoice carries a UPI QR for the amount due, paid straight into your bank. | Bank & cash |
| GST e-Invoice and e-Way Bill | Upload files for the government portals, prepared from your invoices. The IRN, signed QR code and e-way bill number you bring back print on them. | E-invoice tab |
| Your own mailbox | Invoices and reminders go from your own address through your SMTP server. | Email tab |
| Webhooks | Your website or online store creates opportunities, draft quotations or draft invoices. | Webhooks tab |
| Google sign-in | Members log in with the Google account that uses their EaseDesk email. | Login page |
| Excel | Import customers, vendors and items, and export lists and reports. | Directory, Items |
Coming soon
These are on the roadmap and not available yet:
- Import from Tally.
- Invoices, reminders and payment links on WhatsApp.
- A customer and vendor portal to view statements and pay online.
- An AI assistant that answers questions about your own business data.
- An open REST API, and webhooks that tell your systems when something happens in EaseDesk.
See Integrations and Smart tools for their status.
Who can set them up
Connections are organisation settings, so the Owner and Admins set them up. Keys and secrets you enter are stored encrypted.
Questions
Does EaseDesk connect to Tally?
Not yet. Import from Tally is coming soon. Today you can import customers, vendors, contacts, items and opening balances from Excel.
Can I send invoices on WhatsApp?
Yes, by hand. Click Share on an invoice, then Share on WhatsApp, and WhatsApp opens with the invoice link and a message. Automatic invoices, reminders and payment links on WhatsApp are coming soon.
Is there an API for developers?
You can send enquiries, quotations and invoices into EaseDesk with signed webhooks today. A full REST API with access tokens is coming soon.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated .