1.Catch enrollment submission
Integrate Webhooks by Zapier and incoming form endpoints to capture enrollment payloads and trigger downstream checks.
Create direct debit mandate, update records, notify owner
Automatically catch enrollment submissions across Webhooks by Zapier, GoCardless, Zapier Tables, and HubSpot. Create and update records when mandates get created, billing links generate, or T and C gaps are detectedβso you can store links, update deal fields, and notify owners without manual follow-up.
How this automation accelerates direct debit setup
When an enrollment submission arrives, incomplete terms can stall mandate creation and delay payments. This automation checks terms, creates mandates, and updates billing links and deal recordsβso your team can respond before direct debit onboarding slips.
Webhooks by Zapieror swap with your favorite app
2.Inspect terms and validate flags
Integrate Code by Zapier and text validation tools to inspect submitted terms and return missing T and C indicators.
Code by Zapieror swap with your favorite app
3.Create direct debit mandate
Integrate GoCardless and payment onboarding tools to create a direct debit mandate and capture billing request links.
GoCardlessor swap with your favorite app
4.Find or create billing record
Integrate Zapier Tables and order table records to match by submission ID and store billing request and authorisation links.
Zapier Tablesor swap with your favorite app
5.Update deal record and status
Integrate HubSpot and CRM pipelines to map billing links and mandate status into deal fields for tracking.
HubSpotor swap with your favorite app
6.Send owner direct message
Integrate Slack and CRM lookup tools to message the owning colleague when T and C flags indicate missing terms.
Slackor swap with your favorite app
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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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