GoCardless + LeadConnector

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 Approved
Triggers when a customer successfully sets up their billing information.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
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Instant
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Mandate Activated
Triggers when a payment mandate is activated.
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Instant
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New Mandate Created
Triggers when a payment mandate is created.
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Instant
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Failed Payment
Triggers when a payment fails.
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Instant
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Payment Submitted
Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
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Instant
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- CurrencyRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write

- Name
- Payment AmountRequired
- CurrencyRequired
- Interval UnitRequired
- Interval
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Billing Request IDRequired
Action
Search
- Customer Bank Account IDRequired
Action
Search
- Payment IDRequired
Action
Search
- Payout IDRequired
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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- 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 TitleRequired
- Task DescriptionRequired
- 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
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
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Instant
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Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
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Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
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Payout Paid
Triggers when a payout has been paid to your account.
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Instant
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- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- Charge Date
- Description
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer IDRequired
Action
Search
- Mandate IDRequired
Action
Search
- Payout IDRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write