GoCardless + Signable

Create instant first payments and direct debit mandates in GoCardless when new envelopes complete in Signable

Using Signable, once an envelope process is completed, this workflow instantly sets up a first payment and direct debit mandate in GoCardless. This efficient process not only saves time but also eliminates manual data entry errors, ensuring smooth and reliable transition from an agreement signed in Signable to payment processing in GoCardless.

When this happens...
Envelope Complete
Triggers when an envelope is completely signed.
TriggerInstant
automatically do this!
Create Instant First Payment + Direct Debit Mandate
Creates an instant first payment request and also request authorisation to collect future direct debit payments from a customer's bank account. Not available in all regions.
ActionWrite

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Supported triggers and actions

Envelope Bounced
Triggers when an envelope fails to deliver to a party email address.
Trigger
Instant
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Envelope Complete
Triggers when an envelope is completely signed.
Trigger
Instant
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Envelope Opened
Triggers when an envelope is opened by a party.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Template Created
Triggers when a new template is created.
Trigger
Instant
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Widget Signed
Triggers when a widget is signed.
Trigger
Instant
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- The title of the envelopeRequired
- The template you want to build the envelope fromRequired
- The user sending the envelope
- Do you want your envelope to automatically expire? If so in how many hours?
- Do you want to send out repeat, automatic reminders to parties? If so how many hours should left between reminders?
- Do you want to set passwords for the parties to enter before signing?
Action
Write

Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
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Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
Trigger
Instant
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Payout Paid
Triggers when a payout has been paid to your account.
Trigger
Instant
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- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- Charge Date
- Description
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer IDRequired
Action
Search
- Mandate IDRequired
Action
Search
- Payout IDRequired
Action
Search

Envelope Cancelled
Triggers when an envelope is cancelled.
Trigger
Instant
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Envelope Failed
Triggers when an envelope fails to send.
Trigger
Instant
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Envelope Rejected
Triggers when an envelope is rejected.
Trigger
Instant
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Envelope Signed
Triggers when an envelope is signed.
Trigger
Instant
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User Created
Triggers when a new user is created.
Trigger
Instant
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Widget Signer Verified
Triggers when a widget signer verifies their email address.
Trigger
Instant
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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.
Trigger
Instant
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Mandate Activated
Triggers when a payment mandate is activated.
Trigger
Instant
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New Mandate Created
Triggers when a payment mandate is created.
Trigger
Instant
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Failed Payment
Triggers when a payment fails.
Trigger
Instant
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Payment Submitted
Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
Trigger
Instant
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- CurrencyRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Name
- Payment AmountRequired
- CurrencyRequired
- Interval UnitRequired
- Interval
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Billing Request IDRequired
Action
Search
- Customer Bank Account IDRequired
Action
Search
- Payment IDRequired
Action
Search
- Payout IDRequired
Action
Search

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.

Learn more

Related categories

Payment Processing

About Signable

Signable is an electronic signature provider which lets you get your documents signed quickly, legally and securely using electronic signatures.

Related categories

Signatures

Related Zap Templates

Create new GoCardless mandate authorization requests when envelopes are completed in Signable

Related Zap Templates

Create new GoCardless mandate authorization requests when envelopes are completed in Signable

GoCardless + Signable

Create instant first payments and direct debit mandates in GoCardless when new envelopes complete in Signable

Envelope Bounced

Envelope Complete

Envelope Opened

Envelope Sent

Template Created

Widget Signed

Send an Envelope Using a Template

Payment Authorisation Approved

Mandate Cancelled

Payment Confirmed

Payment Paid Out

Payout Paid

Create Instant Bank Payment

Create Direct Debit Payment

API Request (Beta)

Search for a Customer

Search for a Mandate

Search for a Payout

Envelope Cancelled

Envelope Failed

Envelope Rejected

Envelope Signed

User Created

Widget Signer Verified

New Payment Authorisation Request

Mandate Activated

New Mandate Created

Failed Payment

Payment Submitted

Create Mandate Authorisation Request

Create Instant First Payment + Direct Debit Mandate

Create Subscription

Search for a Billing Request

Search for a Customer Bank Account

Search for a Payment

Search for Payout Items by Payout ID

About GoCardless

Related categories

About Signable

Related categories

Related Zap Templates

Related Zap Templates