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GoCardless + LeadConnector

Manage cancelled GoCardless mandates by updating opportunities in LeadConnector

With this workflow, when a mandate gets cancelled in GoCardless, an opportunity will be added or updated in the LeadConnector app. Use this automation to ensure you have the most current information in your LeadConnector without having to manually monitor changes in GoCardless. Utilize this seamless process to improve your customer relationship management and increase business efficiency.

With this workflow, when a mandate gets cancelled in GoCardless, an opportunity will be added or updated in the LeadConnector app. Use this automation to ensure you have the most current information in your LeadConnector without having to manually monitor changes in GoCardless. Utilize this seamless process to improve your customer relationship management and increase business efficiency.

  1. When this happens...
    GoCardlessGoCardless
    Mandate Cancelled

    Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoCardless triggers, actions, and search

    New Payment Authorisation Request

    Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Mandate Cancelled

    Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Secured

    Triggers when a payment has been collected, but not yet paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Paid Out

    Triggers when a payment has been paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Authorisation Approved

    Triggers when a customer successfully sets up their billing information.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    New Mandate Created

    Triggers when a payment mandate is created.

    Trigger
    Instant
    Try It
    • CurrencyRequired

    • GoCardless Customer ID

    Action
    Write
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About GoCardless

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

Related categories

  • Payment Processing
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier