Docusign + GoCardless

Create instant first payments and direct debit mandates in GoCardless when recipients complete tasks in Docusign

Streamline the payment collection process in your business with this efficient workflow. Once a document is completed in DocuSign, it instantly initiates the first payment and sets up a Direct Debit mandate in GoCardless. This seamless process simplifies your financial transactions, ensuring swift and timely payments. Perfect for businesses hoping to accelerate their transaction processes without any added hassle.

When this happens...
Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
TriggerInstant
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Create Instant First Payment + Direct Debit Mandate
Creates an instant first payment request and also request authorisation to collect future direct debit payments from a customer's bank account. Not available in all regions.
ActionWrite

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Supported triggers and actions

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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Instant
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- Events to MonitorRequired
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Instant
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Envelope Corrected
Triggers when an envelope is corrected.
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Instant
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Envelope Declined
Triggers when an envelope is declined.
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Instant
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Envelope Delivered
Triggers when an envelope is delivered.
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Instant
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Envelope Purge
Triggers when an envelope is purged.
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Instant
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Envelope Sent
Triggers when an envelope is sent.
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Instant
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Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
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Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
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Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
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Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
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Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
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Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
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Instant
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Template Created
Triggers when a template is created.
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Instant
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Template Modified
Triggers when a template is modified.
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Instant
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- Bulk List IDRequired
- TemplateRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope IDRequired
- Document IDRequired
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template NameRequired
Action
Write
- WebformRequired
- Link TypeRequired
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
- Envelope IDRequired
- Void ReasonRequired
Action
Write
New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
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Instant
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Mandate Activated
Triggers when a payment mandate is activated.
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Instant
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New Mandate Created
Triggers when a payment mandate is created.
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Instant
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Failed Payment
Triggers when a payment fails.
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Instant
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Payment Submitted
Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
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Instant
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- CurrencyRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Name
- Payment AmountRequired
- CurrencyRequired
- Interval UnitRequired
- Interval
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Billing Request IDRequired
Action
Search
- Customer Bank Account IDRequired
Action
Search
- Payment IDRequired
Action
Search
- Payout IDRequired
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
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Instant
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Envelope Completed
Triggers when an envelope is completed.
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Instant
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Envelope Created
Triggers when an envelope is created.
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Instant
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Envelope Deleted
Triggers when an envelope is deleted.
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Instant
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Envelope Discard
Triggers when an envelope is discarded.
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Instant
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Envelope Resent
Triggers when an envelope is resent.
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Instant
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Envelope Voided
Triggers when an envelope is voided.
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Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
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Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
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Instant
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Recipient Declined
Triggers when a recipient declined to sign.
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Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
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Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
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Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
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Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope IDRequired
Action
Write
- Template IDRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
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Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
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Instant
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Payout Paid
Triggers when a payout has been paid to your account.
Trigger
Instant
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- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- Charge Date
- Description
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer IDRequired
Action
Search
- Mandate IDRequired
Action
Search
- Payout IDRequired
Action
Search

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more

Related categories

Signatures

Similar apps

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.

Learn more

Related categories

Payment Processing

Docusign + GoCardless

Create instant first payments and direct debit mandates in GoCardless when recipients complete tasks in Docusign

Click Agreed

New DocuSign Connect Event

Envelope Corrected

Envelope Declined

Envelope Delivered

Envelope Purge

Envelope Sent

Identity Verification Completed

Envelope Status Updated

Recipient Authentication Failed

Recipient Completed

Recipient Delegated

Recipient Marked to Finish Later

Recipient Resent

SMS Opt-In

Template Created

Template Modified

Bulk Send Envelope From Template

Create Draft Signature Request

Download Envelope Document

Send Envelope Using Template

Find Template

Create Pre-Filled Webform Link

Test Bulk Send Request

Void Envelope

New Payment Authorisation Request

Mandate Activated

New Mandate Created

Failed Payment

Payment Submitted

Create Mandate Authorisation Request

Create Instant First Payment + Direct Debit Mandate

Create Subscription

Search for a Billing Request

Search for a Customer Bank Account

Search for a Payment

Search for Payout Items by Payout ID

Click Declined

Envelope Completed

Envelope Created

Envelope Deleted

Envelope Discard

Envelope Resent

Envelope Voided

Identity Verification Pending

New Folder

Recipient Autoresponded

Recipient Declined

Recipient Delivered

Recipient Reassigned

Recipient Sent

SMS Opt-Out

Template Deleted

Add to Bulk Send List

Create Bulk Send List

Create Template From Document

Send Envelope Using Document

Find Envelope Documents

Find Template Documents

Create Signature Request

Update Template

API Request (Beta)

Payment Authorisation Approved

Mandate Cancelled

Payment Confirmed

Payment Paid Out

Payout Paid

Create Instant Bank Payment

Create Direct Debit Payment

API Request (Beta)

Search for a Customer

Search for a Mandate

Search for a Payout

About Docusign

Related categories

Similar apps

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