GoCardless + Trello
Create Trello cards for cancelled GoCardless mandates
Maintain a meticulous record of your financial dealings through this seamless workflow. As soon as a mandate gets cancelled within GoCardless, a corresponding card gets generated within Trello. This allows you to keep track of changes in your direct debit authorizations in an organized and timely manner. Utilize this efficient process to improve management of your financial transactions.
Maintain a meticulous record of your financial dealings through this seamless workflow. As soon as a mandate gets cancelled within GoCardless, a corresponding card gets generated within Trello. This allows you to keep track of changes in your direct debit authorizations in an organized and timely manner. Utilize this efficient process to improve management of your financial transactions.
- 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!Update Card
Update a card's name, description, due date, or position in list.
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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
