GoCardless + SmartSuite

GoCardless + SmartSuite integrations

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.

When this happens...
New Mandate CreatedTriggers when a payment mandate is created.
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Create RecordTriggers when new record is created.
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More things you can do with GoCardless and SmartSuite

Discover other triggers and actions you can use with GoCardless and SmartSuite

New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
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Instant
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Mandate Activated
Triggers when a payment mandate is activated.
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New Mandate Created
Triggers when a payment mandate is created.
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Failed Payment
Triggers when a payment fails.
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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.
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Instant
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- Currency
  Required
- GoCardless Customer ID
Action
Write
- Payment Amount
  Required
- Currency
  Required
- Description
  Required
- GoCardless Customer ID
Action
Write

- Name
- Payment Amount
  Required
- Currency
  Required
- Interval Unit
  Required
- Interval
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Billing Request ID
  Required
Action
Search
- Customer Bank Account ID
  Required
Action
Search
- Payment ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Solution
  Required
- Table
  Required
Trigger
Instant
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- Solution
  Required
Action
Write
- Solution
  Required
- Table
  Required
- Record
  Required
Action
Write

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

About GoCardless

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

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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Related categories

Productivity