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 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