GoCardless + Salesforce
Create records in Salesforce when mandates are cancelled in GoCardless
Seamlessly manage your customer relationships even during cancellations with this integrated workflow between GoCardless and Salesforce. When a mandate is cancelled in GoCardless, a new record is instantly created in Salesforce. This ensures timely updates and accurate record keeping, facilitating enhanced communication and service for your clients. This automation ensures your Salesforce records always reflect changes in mandate status.
Seamlessly manage your customer relationships even during cancellations with this integrated workflow between GoCardless and Salesforce. When a mandate is cancelled in GoCardless, a new record is instantly created in Salesforce. This ensures timely updates and accurate record keeping, facilitating enhanced communication and service for your clients. This automation ensures your Salesforce records always reflect changes in mandate status.
- When this happens...Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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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