GoCardless + Simpro
Create new Simpro customers from newly created GoCardless mandates
Streamline your financial processes with this convenient workflow. When a new mandate is created in GoCardless, it prompts the creation of a company customer in Simpro. This automation effortlessly maintains consistency across your apps, enhancing your business's efficiency and reducing manual data entry. Besides, it allows you to serve your customers better by immediately reflecting their financial status in your records.
Streamline your financial processes with this convenient workflow. When a new mandate is created in GoCardless, it prompts the creation of a company customer in Simpro. This automation effortlessly maintains consistency across your apps, enhancing your business's efficiency and reducing manual data entry. Besides, it allows you to serve your customers better by immediately reflecting their financial status in your records.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Company Customer
Creates a new company customer.
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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