GoCardless + SmartSuite
Create records in SmartSuite for every new mandate created in GoCardless
Elevate your payment processing with this efficient workflow. When a new mandate is issued in GoCardless, it will prompt a record creation in SmartSuite, ensuring all your financial details are instantly captured and organized. This provides a dynamic and seamless way to manage payments, reducing the risk of human error and saving valuable time.
Elevate your payment processing with this efficient workflow. When a new mandate is issued in GoCardless, it will prompt a record creation in SmartSuite, ensuring all your financial details are instantly captured and organized. This provides a dynamic and seamless way to manage payments, reducing the risk of human error and saving valuable time.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Record
Triggers when new record is created.
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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