FYI + GoCardless
Track failed GoCardless payments by creating corresponding notes in FYI
Stay on top of your financial records effortlessly with this automation. When a payment fails in GoCardless, this workflow promptly creates a file note in FYI documenting the issue. This ensures that every failed payment is accurately recorded in real-time, enabling quick resolution and maintaining the efficiency of your business operations. Never miss a beat, keep your payment tracking accurate and seamless with this streamlined process.
Stay on top of your financial records effortlessly with this automation. When a payment fails in GoCardless, this workflow promptly creates a file note in FYI documenting the issue. This ensures that every failed payment is accurately recorded in real-time, enabling quick resolution and maintaining the efficiency of your business operations. Never miss a beat, keep your payment tracking accurate and seamless with this streamlined process.
- When this happens...Failed Payment
Triggers when a payment fails.
- automatically do this!Create File Note
Create a File Note.
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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