Asana + GoCardless
Create tasks in Asana for every new mandate generated in GoCardless
Stay on top of your finances and prioritize tasks efficiently with this handy workflow. Whenever a new mandate is created in GoCardless, a corresponding task gets created in Asana. It not only ensures that you never miss any financial directives, but also aids in structuring your to-do list for better money management. Enjoy a seamless, organized approach to finance.
Stay on top of your finances and prioritize tasks efficiently with this handy workflow. Whenever a new mandate is created in GoCardless, a corresponding task gets created in Asana. It not only ensures that you never miss any financial directives, but also aids in structuring your to-do list for better money management. Enjoy a seamless, organized approach to finance.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Task
Adds a new task.
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New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItMandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Secured
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItPayment Paid Out
Triggers when a payment has been paid out to your account.
Try It
