Dubsado + GoCardless
Create new Dubsado projects from newly created GoCardless mandates
When a new mandate is created in GoCardless, with this workflow, instantly set up a new project in Dubsado. This seamless process helps you keep track of all your financial mandates by ensuring every new one is properly documented as a project in Dubsado. A perfect solution for those seeking a comprehensive overview of their financial projects.
When a new mandate is created in GoCardless, with this workflow, instantly set up a new project in Dubsado. This seamless process helps you keep track of all your financial mandates by ensuring every new one is properly documented as a project in Dubsado. A perfect solution for those seeking a comprehensive overview of their financial projects.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Project
Creates a new project.
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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
