GoCardless + Google Docs
Create Google Docs documents from templates for each new payment paid out in GoCardless
Improve your efficiency and keep your financial matters in check with this workflow. Whenever GoCardless completes a Payment Paid Out event, Google Docs immediately shapes this information into a document using a predefined template. This automated approach presents a trustworthy way to create precise financial records on time, ultimately saving you precious hours.
Improve your efficiency and keep your financial matters in check with this workflow. Whenever GoCardless completes a Payment Paid Out event, Google Docs immediately shapes this information into a document using a predefined template. This automated approach presents a trustworthy way to create precise financial records on time, ultimately saving you precious hours.
- When this happens...Payment Paid Out
Triggers when a payment has been paid out to your account.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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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 Activated
Triggers when a payment mandate is activated.
Try ItNew Mandate Created
Triggers when a payment mandate is created.
Try ItFailed Payment
Triggers when a payment fails.
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Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItMandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Confirmed
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.
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