1.Monitors new mandate created
Integrate GoCardless, mandate status tracking, and account systems to retrieve mandate details by mandate reference.
Create billing follow up tasks for pending mandates
Automatically monitor new mandate records across GoCardless. Create and update billing follow-up tasks when mandate status stays awaiting authorization, customer authorization is still pending, or mandates remain unresolvedβso you can triage errors, create finance tasks, and recheck status without manual follow-ups.
How this automation recovers authorization and accelerates billing follow-up
When pending mandates sit without follow-up, collections timelines slip and authorization issues go unresolved. This automation retrieves mandate details, gates only pending mandates, and updates Zoho CRM with rechecks and billing follow-up tasksβso your team can resolve issues faster.
GoCardlessor swap with your favorite app
2.Gets mandate details
Integrate GoCardless and direct debit mandate data to retrieve mandate status and customer link for downstream steps.
3.Filters pending authorization
Integrate Filter by Zapier and rules logic to continue only when mandates are still awaiting customer authorization.
Filter by Zapieror swap with your favorite app
4.Delays for 2 days
Integrate Delay by Zapier and scheduling tools to pause for two days before the next mandate recheck.
Delay by Zapieror swap with your favorite app
5.Rechecks mandate status
Integrate GoCardless and customer records to request mandate status again and fetch linked customer details.
6.Creates contact and billing task
Integrate Zoho CRM and CRM tasks to find or create the contact and create a billing follow-up task for finance.
Zoho CRMor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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