GoCardless + Salesforce

Create new Salesforce records for each new GoCardless payment authorisation request

Streamline your payment authorisation and record keeping process with this efficient workflow. Whenever a new payment authorisation request surfaces in GoCardless, a corresponding record will be created in Salesforce. This automation enhances your financial management practices by saving time and reducing manual data entry.

Streamline your payment authorisation and record keeping process with this efficient workflow. Whenever a new payment authorisation request surfaces in GoCardless, a corresponding record will be created in Salesforce. This automation enhances your financial management practices by saving time and reducing manual data entry.

  1. When this happens...
    GoCardlessGoCardless
    New Payment Authorisation Request

    Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • GoCardless triggers, actions, and search

    Payment Authorisation Approved

    Triggers when a customer successfully sets up their billing information.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Mandate Cancelled

    Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Confirmed

    Triggers when a payment has been collected, but not yet paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Paid Out

    Triggers when a payment has been paid out to your account.

    Trigger
    Instant
    Try It
gocardless logo
gocardless logo

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.
Learn more

Related categories

  • Payment Processing
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier