GoCardless + LeadConnector

GoCardless + LeadConnector integrations

Monitor approved GoCardless authorisations and keep LeadConnector opportunities updated

Improve efficiency in lead management with this seamless workflow. Once a payment authorisation is approved in GoCardless, this automation promptly creates or updates an opportunity in the LeadConnector app. Ideal for businesses, this process streamlines the completion of sales tasks and enhances lead nurturing strategies.

When this happens...
Payment Authorisation ApprovedTriggers when a customer successfully sets up their billing information.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with GoCardless and LeadConnector

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

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
Mandate Activated
Triggers when a payment mandate is activated.
Trigger
Instant
Try It
New Mandate Created
Triggers when a payment mandate is created.
Trigger
Instant
Try It
Failed Payment
Triggers when a payment fails.
Trigger
Instant
Try It
Payment Submitted
Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
Trigger
Instant
Try It

- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
Try It
Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
Try It
Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
Try It
Payment Paid Out
Triggers when a payment has been paid out to your account.
Trigger
Instant
Try It
Payout Paid
Triggers when a payout has been paid to your account.
Trigger
Instant
Try It
- 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
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About GoCardless

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

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

About LeadConnector

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

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

GoCardless + LeadConnector

GoCardless + LeadConnector

Monitor approved GoCardless authorisations and keep LeadConnector opportunities updated

More things you can do with GoCardless and LeadConnector

Related Zap Templates

Related Zap Templates