Salesflare Salesflare Integrations

GoCardless and Salesflare

Payment Processing gocardless.com ↗

How to connect GoCardless

What you can automate

  • When new Payment Authorisation Request in GoCardless, create opportunity, then find or create contact in Salesflare.
  • When payment Paid Out in GoCardless, create opportunity, then find or create contact in Salesflare.
  • When payment Submitted in GoCardless, create opportunity, then find or create contact in Salesflare.

About GoCardless

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

GoCardless operations on Zapier

Triggers (10)

Start a workflow when this happens

  • Failed Payment — Triggers when a payment fails.
  • Mandate Activated — Triggers when a payment mandate is activated.
  • Mandate Cancelled — Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
  • New Mandate Created — Triggers when a payment mandate is created.
  • New Payment Authorisation Request — Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Show 5 more triggers
  • Payment Authorisation Approved — Triggers when a customer successfully sets up their billing information.
  • Payment Confirmed — Triggers when a payment has been collected, but not yet paid out to your account.
  • Payment Paid Out — Triggers when a payment has been paid out to your account.
  • Payment Submitted — Triggers when the payment has been submitted to the banking system for processing, and can no longer be cancelled.
  • Payout Paid — Triggers when a payout has been paid to your account.

Actions (6)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Create Direct Debit Payment — Create a direct debit payment. This can only be created when linked to a mandate
  • Create Instant Bank Payment — Creates an instant bank payment request. Not available in all regions.
  • 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.
  • Create Mandate Authorisation Request — Creates a request to collect payments from a customer’s bank account. This authorisation is a pre-requisite for collecting direct debit payments.
Show 1 more actions
  • Create Subscription — Create a subscription. Must be linked to an active mandate.

Searches (7)

Look up existing records

  • Search for Payout Items by Payout ID — Search for payout items by payout ID.
  • Search for a Billing Request — Search for a billing request by ID.
  • Search for a Customer — Search for a customer by ID.
  • Search for a Customer Bank Account — Search for a Customer Bank Account by ID.
  • Search for a Mandate — Search for a mandate by ID.
Show 2 more searches
  • Search for a Payment — Search for a payment by ID.
  • Search for a Payout — Search for a payout by ID.

GoCardless operations on Make

Triggers (4)

Start a workflow when this happens

  • Watch Approved Authorizations — Triggers on events associated with Payer Authorizations.
  • Watch Billing Requests — Triggers on events associated with Billing Requests.
  • Watch Mandates — Triggers on events associated with Mandates.
  • Watch Payments — Triggers on events associated with Payments.

Actions (26)

Things Salesflare can make it do

  • Cancel a Payment — Cancel a payment if it has not already been submitted to the banks.
  • Cancel a Subscription — Immediately cancels a subscription; no more payments will be created under it.
  • Cancel an Instalment Schedule — Cancels an instalment schedule.
  • Create Direct Debit/ACH Mandate — Creates a mandate authorization request.
  • Create Instant First Payment and Direct Debit Mandate — Creates Instant First Payment and Direct Debit Mandate.
Show 21 more actions
  • Create a Bank Debit Payment — Collects a one-off payment.
  • Create a Refund — Creates a refund.
  • Create a Subscription — Creates a subscription.
  • Create an Instalment Schedule (with Dates) — Creates a new instalment schedule object along with associated payments using specific dates.
  • Create an Instalment Schedule (with Schedule) — Creates a new instalment schedule object along with associated payments according to a scheduling logic.
  • Create an Instant Bank Payment — Collects a payment on the spot.
  • Get a Customer — Retrieves a customer.
  • Get a Customer's Bank Account — Retrieves a customer's bank account.
  • Get a Mandate — Retrieves a mandate.
  • Get a Payment — Retrieves a payment.
  • Get a Payout — Retrieves a payout.
  • Get a Refund — Retrieves a refund.
  • Get a Subscription — Retrieves a subscription.
  • Get an Instalment Schedule — Retrieves an instalment schedule.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Pause a Subscription — Pauses an existing subscription.
  • Resume a Subscription — Resumes a subscription. Payments will automatically start to be created again based on the subscription settings.
  • Retry a Payment — Retries a payment that has failed.
  • Update a Payment — Updates a payment metadata.
  • Update a Refund — Updates a refund's metadata.
  • Update a Subscription — Updates a subscription.

Searches (9)

Look up existing records

  • Search Creditors — Retrieves all your creditors.
  • Search Customer Bank Accounts — Retrieves all your customer bank accounts.
  • Search Customers — Retrieves all your customers.
  • Search Instalment Schedules — Retrieves Instalment Schedules based on the defined filters.
  • Search Mandates — Retrieves all your mandates.
Show 4 more searches
  • Search Payments — Retrieves all payments.
  • Search Payouts — Retrieves all your payouts.
  • Search Refunds — Retrieves all refunds.
  • Search Subscriptions — Retrieves all subscriptions.

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