GoCardless + Zoho Books
Create new Zoho Books customers from new GoCardless mandates
With this workflow, as soon as a new mandate is created on GoCardless, a new customer gets instantly created on Zoho Books. This seamless process saves you the hassle of manual data transfer and helps keep your financial records updated. Stay organized and efficient by automating this task between GoCardless and Zoho Books.
With this workflow, as soon as a new mandate is created on GoCardless, a new customer gets instantly created on Zoho Books. This seamless process saves you the hassle of manual data transfer and helps keep your financial records updated. Stay organized and efficient by automating this task between GoCardless and Zoho Books.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Customer
Creates a new customer.
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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