GoCardless + LeadConnector

Manage new GoCardless payment authorisation requests by adding/updating opportunities in LeadConnector

Every time a new payment authorization request pops up in your GoCardless app, this workflow will ensure to add or update an opportunity in your LeadConnector. It's an efficient way to keep your financial transactions in harmony with your potential business leads, saving you valuable time and effort. You no longer have to manually match payments with business opportunities, it's all streamlined for you.

When this happens...
New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Trigger
Instant
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Mandate Activated
Triggers when a payment mandate is activated.
Trigger
Instant
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New Mandate Created
Triggers when a payment mandate is created.
Trigger
Instant
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Failed Payment
Triggers when a payment fails.
Trigger
Instant
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Payment Submitted
Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
Trigger
Instant
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- CurrencyRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write

- Name
- Payment AmountRequired
- CurrencyRequired
- Interval UnitRequired
- Interval
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Billing Request IDRequired
Action
Search
- Customer Bank Account IDRequired
Action
Search
- Payment IDRequired
Action
Search
- Payout IDRequired
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
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Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
Trigger
Instant
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Payout Paid
Triggers when a payout has been paid to your account.
Trigger
Instant
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- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- Charge Date
- Description
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer IDRequired
Action
Search
- Mandate IDRequired
Action
Search
- Payout IDRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write