Create new Pipedrive deals from newly created GoCardless mandates
Turn new business opportunities into actionable sales tasks with this automation. Whenever a new mandate is created in GoCardless, a corresponding deal will be set up in Pipedrive. This streamlines your sales process, ensuring you stay on top of new mandates and move them swiftly along your sales pipeline.
- When this happens...New Mandate CreatedTriggers when a payment mandate is created.
- automatically do this!Create DealCreates a new deal.
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More things you can do with GoCardless and Pipedrive
Discover other triggers and actions you can use with GoCardless and Pipedrive
- 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.
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