GoCardless + TrueCoach

GoCardless + TrueCoach integrations

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.
TriggerInstant
automatically do this!
Create ClientWhen this action is called, it creates a new Client on TrueCoach.
ActionWrite

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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.
Trigger
Instant
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Mandate Activated
Triggers when a payment mandate is activated.
Trigger
Instant
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New Mandate Created
Triggers when a payment mandate is created.
Trigger
Instant
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Failed Payment
Triggers when a payment fails.
Trigger
Instant
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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.
Trigger
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
New Client
Triggers when a new client is added on TrueCoach.
Trigger
Instant
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Workout Created
Triggers when a coach creates a workout and assigns it to a client on TrueCoach.
Trigger
Instant
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Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
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Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
Trigger
Instant
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Payout Paid
Triggers when a payout has been paid to your account.
Trigger
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
Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Trigger
Instant
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Workout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Trigger
Instant
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- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Coach Email
- Phone Number
Action
Write

About GoCardless

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

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Related categories

Payment Processing

About TrueCoach

TrueCoach is a personal trainer software trusted by over 20,000+ personal trainers, coaches, and gym owners worldwide.

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Related categories

Fitness