GoCardless + Google Sheets
Create a new row at the top of Google Sheets for each new mandate in GoCardless
When a new mandate is set up in GoCardless, ensure that all the necessary information is efficiently recorded by adding it to the top of a Google Sheets spreadsheet. This workflow ensures you keep a thorough and organized record of every mandate within no time. A perfect solution to simplify book keeping tasks and keep your financial data updated.
When a new mandate is set up in GoCardless, ensure that all the necessary information is efficiently recorded by adding it to the top of a Google Sheets spreadsheet. This workflow ensures you keep a thorough and organized record of every mandate within no time. A perfect solution to simplify book keeping tasks and keep your financial data updated.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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.
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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.
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