ClickUp + GoCardless
Create new tasks in ClickUp when payment authorisations are approved in GoCardless
Stay on top of your payment authorization processes with this easy-to-use workflow. When an approval occurs in GoCardless, a new task is generated in your ClickUp account. This allows for prompt and efficient follow-up action, streamlining your financial operations and giving you more control over your task management. A perfect fusion of finance and project management that ensures nothing slips through the cracks.
Stay on top of your payment authorization processes with this easy-to-use workflow. When an approval occurs in GoCardless, a new task is generated in your ClickUp account. This allows for prompt and efficient follow-up action, streamlining your financial operations and giving you more control over your task management. A perfect fusion of finance and project management that ensures nothing slips through the cracks.
- When this happens...Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
- automatically do this!Create Task
Creates a new task.
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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
