1.Mandate created
Integrate GoCardless and payment authorization data to capture payer references, payer contact info, company name, and mandate timestamp.
Record new bank mandates into ledger and CRM
Automatically monitor new direct-debit mandates across GoCardless, Formatter by Zapier, Google Sheets, and Salesforce. Create and update ledger and CRM records when mandates are created, payer references are captured, or mandate timestamps appearβso you can reconcile faster and avoid manual reconciliation paperwork.
How this automation protects your ledger accuracy
When direct-debit mandates arrive without a consistent record trail, reconciliation slows and authorization mismatches are harder to spot. This automation captures mandate details, formats fields, updates your Google Sheets ledger, and pulls matching Salesforce contact and account dataβso your team reconciles faster.
GoCardlessor swap with your favorite app
2.Date formatting
Integrate Formatter by Zapier and date normalization tools to format the mandate timestamp into a human-readable ledger date.
Formatter by Zapieror swap with your favorite app
3.Lookup or create row
Integrate Google Sheets and ledger mapping tools to look up the ledger by mandate reference and create a new row if missing.
Google Sheetsor swap with your favorite app
4.Find contact and account
Integrate Salesforce and CRM lookup workflows to find Contact by payer email and retrieve Account details and authorization records.
Salesforceor swap with your favorite app
5.Update row
Integrate Google Sheets and reconciliation reporting tools to write back account identifiers and set authorization status for the ledger row.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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