FYI + GoCardless

FYI + GoCardless integrations

Track failed GoCardless payments by creating corresponding notes in FYI

Stay on top of your financial records effortlessly with this automation. When a payment fails in GoCardless, this workflow promptly creates a file note in FYI documenting the issue. This ensures that every failed payment is accurately recorded in real-time, enabling quick resolution and maintaining the efficiency of your business operations. Never miss a beat, keep your payment tracking accurate and seamless with this streamlined process.

When this happens...
Failed PaymentTriggers when a payment fails.
TriggerInstant
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Create File NoteCreate a File Note.
ActionWrite

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More things you can do with GoCardless and FYI

Discover other triggers and actions you can use with GoCardless and FYI

New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Trigger
Instant
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Mandate Activated
Triggers when a payment mandate is activated.
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Instant
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New Mandate Created
Triggers when a payment mandate is created.
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Failed Payment
Triggers when a payment fails.
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Payment Submitted
Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
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Instant
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- Currency
  Required
- GoCardless Customer ID
Action
Write
- Payment Amount
  Required
- Currency
  Required
- Description
  Required
- GoCardless Customer ID
Action
Write

- Name
- Payment Amount
  Required
- Currency
  Required
- Interval Unit
  Required
- Interval
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Billing Request ID
  Required
Action
Search
- Customer Bank Account ID
  Required
Action
Search
- Payment ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
- Create job if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- HTML
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Name
- Email
- FYI Client ID
- Client Code
- Export Code
Action
Search

Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
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Instant
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
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Instant
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Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
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Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
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Instant
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Payout Paid
Triggers when a payout has been paid to your account.
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Instant
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- Payment Amount
  Required
- Currency
  Required
- Description
  Required
- GoCardless Customer ID
Action
Write
- Payment Amount
  Required
- Currency
  Required
- Charge Date
- Description
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer ID
  Required
Action
Search
- Mandate ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- Create group if it doesn’t exist yet
  Required
- New Name
  Required
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
  Required
- Due Date
  Required
- Create task if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write
- Client
- Find across group
- Type
- Job Number
- Name
Action
Search

About FYI

FYI is a document management service for professionals

HelpHelp

Related categories

Accounting

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing