GoCardless + systeme.io
Create or update systeme.io contacts and add tags when new mandates are created in GoCardless
This workflow begins as soon as a new mandate has been created in GoCardless. It ensures up-to-date information by creating or updating a contact, and adding relevant tags in the systeme.io application. This seamless transfer of data streamlines your processes, helping to maintain an organized and efficient customer relationship management system.
This workflow begins as soon as a new mandate has been created in GoCardless. It ensures up-to-date information by creating or updating a contact, and adding relevant tags in the systeme.io application. This seamless transfer of data streamlines your processes, helping to maintain an organized and efficient customer relationship management system.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create or Update a Contact, Including Adding Tags
Creates or updates a contact, including adding tags
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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
