GoCardless + TrueCoach
Create new TrueCoach clients from newly created GoCardless mandates
Simplify your client management process with this seamless workflow between GoCardless and TrueCoach. Once a new mandate is established in GoCardless, this automation promptly sets up a new client within TrueCoach, ensuring no new client is overlooked, while reducing manual data entry. Incorporate this efficient practice into your coaching business to effectively keep track of client mandates and their corresponding fitness journey.
Simplify your client management process with this seamless workflow between GoCardless and TrueCoach. Once a new mandate is established in GoCardless, this automation promptly sets up a new client within TrueCoach, ensuring no new client is overlooked, while reducing manual data entry. Incorporate this efficient practice into your coaching business to effectively keep track of client mandates and their corresponding fitness journey.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Client
When this action is called, it creates a new Client on TrueCoach.
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New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItMandate Activated
Triggers when a payment mandate is activated.
Try ItNew Mandate Created
Triggers when a payment mandate is created.
Try ItFailed Payment
Triggers when a payment fails.
Try It
Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItMandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItPayment Paid Out
Triggers when a payment has been paid out to your account.
Try It