GoCardless + Zoho Invoice

GoCardless + Zoho Invoice integrations

Create new Zoho Invoice entries when GoCardless authorisations are approved

Effortlessly manage your payment process with this streamlined workflow. When a payment is approved within GoCardless, it initiates the creation of a new invoice in your Zoho Invoice. This simplifies your accounting tasks, saving you time and eliminating manual data entry. Manage your finances conveniently with this seamless workflow integration between GoCardless and Zoho Invoice.

When this happens...
Payment Authorisation ApprovedTriggers when a customer successfully sets up their billing information.
TriggerInstant
automatically do this!
Create New InvoiceTriggers when a new sales invoice is created.
ActionWrite

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More things you can do with GoCardless and Zoho Invoice

Discover other triggers and actions you can use with GoCardless and Zoho Invoice

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.
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Instant
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New Mandate Created
Triggers when a payment mandate is created.
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Instant
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Failed Payment
Triggers when a payment fails.
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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.
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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
- Organizations
  Required
Trigger
Instant
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- Organizations
  Required
Trigger
Instant
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- Organizations
  Required
Trigger
Instant
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- Organization
  Required
- Status
Trigger
Instant
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- Organizations
  Required
Trigger
Instant
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- Organizations
  Required
Trigger
Instant
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- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Payment Mode
  Required
- Amount
  Required
- Description
- Reference Number
Action
Write
- Organization
  Required
- Contact Name
  Required
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Organization
  Required
- Customer Name
- Customer ID
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- Tax ID
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Associate Primary Contact Persons to Invoice
- Email Invoice to Customer
- Mark Invoice as Sent
Action
Write
- Organization
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
  Required
- Description
  Required
- Rate
  Required
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Reason
  Required
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Email
Action
Search
- Organization Name
  Required
Action
Search

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.
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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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Instant
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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
- Organization
- Contact
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Contact
  Required
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write
- Organization
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
  Required
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- Organization
  Required
- Estimate Number
- Customer Name
  Required
- Estimate Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Associate Primary Contact Persons to Estimate
- Email Estimate to Customer
- Mark Estimate as Sent
Action
Write
- Organization
- Item Name
  Required
- Rate
  Required
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- Organization
  Required
- Customer ID
  Required
- Contact Name
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Contact Person Phone Number
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search

About GoCardless

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

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

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