1.Captures new submission request
Integrate Jotform and form processing tools to detect a completed mandate/payment request and start the workflow.
Create direct debit mandate and collect deposit payment
Automatically create direct debit mandates and deposit payment records across Jotform and GoCardless. Alert billing recipients when deposit payments are created, mandate details are confirmed, or payments failβso you can reconcile faster without manual follow-up.
How this automation creates deposit-ready mandates
When completed mandate and deposit requests arrive without fast fulfillment, deposits stay unkeyed and reconciliation lags. This automation turns each Jotform submission into a GoCardless mandate and keyed deposit payment, then emails billing staffβso your team can post with confidence.
Jotformor swap with your favorite app
2.Creates billing request
Integrate GoCardless and customer matching tools to map submission fields and create a billing request for each payer.
GoCardlessor swap with your favorite app
3.Collects customer details
Integrate GoCardless and address data tools to map form name and contact fields into customer billing details.
4.Captures bank account and payer
Integrate GoCardless and bank account validation tools to map sort code and account number and confirm payer details.
5.Fulfills mandate and creates payment
Integrate GoCardless and payment mapping tools to convert deposit to minor units and create a payment linked to the mandate.
6.Emails billing recipients
Integrate Microsoft Outlook and email notifications to send payment amount and customer reference to billing staff.
Microsoft Outlookor swap with your favorite app
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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