GoCardless + Salesforce
Create new Salesforce records for each new GoCardless payment authorisation request
Streamline your payment authorisation and record keeping process with this efficient workflow. Whenever a new payment authorisation request surfaces in GoCardless, a corresponding record will be created in Salesforce. This automation enhances your financial management practices by saving time and reducing manual data entry.
Streamline your payment authorisation and record keeping process with this efficient workflow. Whenever a new payment authorisation request surfaces in GoCardless, a corresponding record will be created in Salesforce. This automation enhances your financial management practices by saving time and reducing manual data entry.
- 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.
- 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.
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
