1.Detect payment failed event
Integrate GoCardless and event metadata capture to detect payment failures tied to customers and orders.
Update customer payment status and notify accounts team
Automatically monitor payment failed events across GoCardless and CRM deal updates. Create payment status updates and route accounts notifications when direct debit fails, failed payment repeats, or payment events cross thresholdsβso you can update records, count misses, and notify billing without manual billing follow-up.
How this automation escalates your payment recovery
When payment failed events happen, delays can stall collections work and increase overdue balances. This automation monitors failures and updates table and CRM records and notifies accounts immediatelyβso your team can act faster.
GoCardlessor swap with your favorite app
2.Search matching customer record
Integrate Zapier Tables and customer identifier mapping to look up the related customer record and proceed.
Zapier Tablesor swap with your favorite app
3.Increment missed-payments count
Integrate Formatter by Zapier and number operations to add 1 to the missed-payments counter.
Formatter by Zapieror swap with your favorite app
4.Update payment status in table
Integrate Zapier Tables and record fields to write the new missed payments count and payment status.
5.Update related deal in CRM
Integrate HubSpot and deal fields to set direct debit status and update the failed payments count.
HubSpotor swap with your favorite app
6.Email accounts distribution list
Integrate Gmail and HTML email templates to notify the accounts team with table and deal links.
Gmailor swap with your favorite app
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- View all
Explore all collections management automations
Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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