GoCardless + ServiceM8
Create ServiceM8 clients from new GoCardless mandates
Create seamless client management with this workflow. As soon as a new mandate is formed in GoCardless, a corresponding client profile is promptly established in your ServiceM8 account. This seamless connection eliminates manual data entry, offering a more efficient way to manage and onboard clients, thus saving you time and improving the accuracy of your client records.
Create seamless client management with this workflow. As soon as a new mandate is formed in GoCardless, a corresponding client profile is promptly established in your ServiceM8 account. This seamless connection eliminates manual data entry, offering a more efficient way to manage and onboard clients, thus saving you time and improving the accuracy of your client records.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
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
