GoCardless + monday.com

Manage new GoCardless mandates by creating items in monday.com

Easily streamline your financial operations with this GoCardless and monday.com workflow. Once this automation is set up, every time a new mandate is created in GoCardless, an item will be instantly created in your preferred monday.com board. This ensures you stay updated in real-time about your financial mandates, helping you manage and oversee your operations more effectively and efficiently.

Easily streamline your financial operations with this GoCardless and monday.com workflow. Once this automation is set up, every time a new mandate is created in GoCardless, an item will be instantly created in your preferred monday.com board. This ensures you stay updated in real-time about your financial mandates, helping you manage and oversee your operations more effectively and efficiently.

  1. When this happens...
    GoCardlessGoCardless
    New Mandate Created

    Triggers when a payment mandate is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • GoCardless triggers, actions, and search

    New Payment Authorisation Request

    Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Mandate Cancelled

    Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Secured

    Triggers when a payment has been collected, but not yet paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Paid Out

    Triggers when a payment has been paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Authorisation Approved

    Triggers when a customer successfully sets up their billing information.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    New Mandate Created

    Triggers when a payment mandate is created.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Failed Payment

    Triggers when a payment fails.

    Trigger
    Instant
    Try It
    • CurrencyRequired

    • GoCardless Customer ID

    Action
    Write
gocardless logo
gocardless logo

About GoCardless

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

Related categories

  • Payment Processing
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)