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How Zapier works
Zapier makes it easy to integrate GoCardless with Invoice Ninja - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Payment Authorisation Request" from GoCardless.
Add your action
An action happens after the trigger—such as "Create Client" in Invoice Ninja.
You’re connected!
Zapier seamlessly connects GoCardless and Invoice Ninja, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItTriggerInstant - Mandate Activated
Triggers when a payment mandate is activated.
Try ItTriggerInstant - New Mandate Created
Triggers when a payment mandate is created.
Try ItTriggerInstant - Failed Payment
Triggers when a payment fails.
Try ItTriggerInstant
- Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItTriggerInstant - Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItTriggerInstant - Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItTriggerInstant - Payment Paid Out
Triggers when a payment has been paid out to your account.
Try ItTriggerInstant
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Frequently Asked Questions about GoCardless + Invoice Ninja integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with GoCardless and Invoice Ninja
How do I connect my GoCardless account to Invoice Ninja?
To connect GoCardless to Invoice Ninja, start by navigating to the payment settings in your Invoice Ninja account. Select GoCardless as your preferred payment gateway and enter your GoCardless API credentials. Once authenticated, you can begin accepting payments seamlessly.
What triggers are available when linking GoCardless with Invoice Ninja?
When integrating GoCardless with Invoice Ninja, you have several triggers at your disposal. These include new invoice creation, updated client information, and completed payments. Each trigger allows you to automate specific workflows within the integration setup.
Can I automatically create invoices in Invoice Ninja when a payment is initiated in GoCardless?
Yes, by setting up a workflow that uses the 'new payment' trigger from GoCardless, you can automatically create and send invoices through Invoice Ninja whenever a payment is initiated.
Is it possible to update client details in GoCardless from changes made in Invoice Ninja?
Currently, updates made to client details within Invoice Ninja do not automatically reflect in GoCardless. You'll need to input or update client information manually both on Invoice Ninja and GoCardless.
What actions can I automate with the integration of GoCardless and Invoice Ninja?
With our integration between GoCardless and Invoice Ninja, you can automate actions such as recording successful payments against invoices, sending payment reminders, and updating invoice statuses based on trigger events like a new payment or invoice creation.
How do I handle failed payments when using the integration?
In case of a failed payment within your integrated setup, we recommend setting up alerts via email or dashboard notifications. This way you can take appropriate action either by retrying the charge or notifying the customer for alternative payment methods.
Do I need any coding skills to integrate GoCardless with Invoice Ninja?
No coding skills are required to integrate GoCardless with Invoice Ninja. The integration process is straightforward and involves using predefined triggers and actions which you can set up through our user-friendly interface.