GoCardless + ServiceM8
Process completed ServiceM8 jobs by creating instant bank payments in GoCardless
Streamline your cash flow by opting for this efficient workflow. As soon as a job is completed in ServiceM8, an instant bank payment is set up in GoCardless. This eliminates the need for manual entries and ensures that payments are processed swiftly and securely. Experience seamless financial processing and improve time management with this automatic workflow.
Streamline your cash flow by opting for this efficient workflow. As soon as a job is completed in ServiceM8, an instant bank payment is set up in GoCardless. This eliminates the need for manual entries and ensures that payments are processed swiftly and securely. Experience seamless financial processing and improve time management with this automatic workflow.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Instant Bank Payment
Creates an instant bank payment request. Not available in all regions.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
QueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try It
