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GoCardless + monday.com

Manage new GoCardless mandates by creating items in monday.com

Easily streamline your financial operations with this GoCardless and monday.com workflow. Once this automation is set up, every time a new mandate is created in GoCardless, an item will be instantly created in your preferred monday.com board. This ensures you stay updated in real-time about your financial mandates, helping you manage and oversee your operations more effectively and efficiently.

Easily streamline your financial operations with this GoCardless and monday.com workflow. Once this automation is set up, every time a new mandate is created in GoCardless, an item will be instantly created in your preferred monday.com board. This ensures you stay updated in real-time about your financial mandates, helping you manage and oversee your operations more effectively and efficiently.

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

    Triggers when a payment mandate is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    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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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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