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GoCardless + LeadConnector

Create and manage LeadConnector contacts from new GoCardless mandates

Enhance your client management process with this efficient workflow. As soon as you create a new mandate in GoCardless, this system will promptly update or add contact details in LeadConnector. This is an excellent solution for businesses targeting streamlined client onboarding and coordinated data management. It ensures your contact lists remain current and minimizes demand for ongoing manual entry.

Enhance your client management process with this efficient workflow. As soon as you create a new mandate in GoCardless, this system will promptly update or add contact details in LeadConnector. This is an excellent solution for businesses targeting streamlined client onboarding and coordinated data management. It ensures your contact lists remain current and minimizes demand for ongoing manual entry.

  1. When this happens...
    GoCardlessGoCardless
    New Mandate Created

    Triggers when a payment mandate is created.

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

    Adds or updates an existing contact.

    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
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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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