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.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Item
Create a new Item in a board
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New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItMandate Activated
Triggers when a payment mandate is activated.
Try ItNew Mandate Created
Triggers when a payment mandate is created.
Try ItFailed Payment
Triggers when a payment fails.
Try It
Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItMandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItPayment Paid Out
Triggers when a payment has been paid out to your account.
Try It
