Create new TrueCoach clients from newly created GoCardless mandates
Simplify your client management process with this seamless workflow between GoCardless and TrueCoach. Once a new mandate is established in GoCardless, this automation promptly sets up a new client within TrueCoach, ensuring no new client is overlooked, while reducing manual data entry. Incorporate this efficient practice into your coaching business to effectively keep track of client mandates and their corresponding fitness journey.
- When this happens...New Mandate CreatedTriggers when a payment mandate is created.
- automatically do this!Create ClientWhen this action is called, it creates a new Client on TrueCoach.
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More things you can do with GoCardless and TrueCoach
Discover other triggers and actions you can use with GoCardless and TrueCoach
- New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItTriggerInstant - Mandate Activated
Triggers when a payment mandate is activated.
Try ItTriggerInstant - New Mandate Created
Triggers when a payment mandate is created.
Try ItTriggerInstant - Failed Payment
Triggers when a payment fails.
Try ItTriggerInstant
- Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItTriggerInstant - Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItTriggerInstant - Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItTriggerInstant - Payment Paid Out
Triggers when a payment has been paid out to your account.
Try ItTriggerInstant



