GoCardless + Salesforce
Create Salesforce records when new mandates are created in GoCardless
This workflow starts when there's a new mandate in GoCardless, and in response, it creates a record in Salesforce. Efficiently manage your payment mandates by keeping track of them directly in Salesforce. This automation maintains a neat and updated record by recording new mandates, saving time and reducing manual data entry.
This workflow starts when there's a new mandate in GoCardless, and in response, it creates a record in Salesforce. Efficiently manage your payment mandates by keeping track of them directly in Salesforce. This automation maintains a neat and updated record by recording new mandates, saving time and reducing manual data entry.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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 Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Secured
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
