GoCardless offer a comprehensive platform for collecting recurring payments, ideal for businesses with subscription revenue models such as SaaS providers, eLearning courses, utilities and media service amongst others.
With Cyclr and GoCardless you can automatically integrate your payment information into all your essential cloud applications, automating processes such as invoice generation, CRM updating, data integrity management and much more.Case Studies Pre-made Integrations Features Request a Demo
Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
Your sales team will be working on multiple opportunities and deals at all times, celebrating the wins may not always be feasible. But what if you could automatically let everyone in your team know about each other's wins?
By integrating your billing system and you messaging channel, such as Slack, you can do just that! Automatically post on your chosen channel to praise your team and give them that extra boost to go on and close more!
Those who create subscription based services often rely on several applications to handle billing and invoicing, causing a lot of admin to keep records up to scratch. But what if that could be automated? Well, luckily it can be!
You can create automation workflows that are triggered when a new invoice or mandate is created, or a payment made, allowing you to pass customer billing and purchase information to your invoicing and sales order system. Why not add in the details to your CRM too; giving you a complete view of your business.
Automatically create an invoice when a sale is made with this payment automation workflow. This integration creates a new Xero invoice when a GoCardless payment is made.
Keep you billing details automatically up to date with this workflow. This billing automation adds GoCardless customers to your Chargify account as new contacts if they aren't already listed.
Update your sales team automatically by notifying them on Slack that a new mandate has been created in GoCardless.
Alert your sales and retention teams to a customer subscription cancellation, with this account management workflow. A new Pipedrive activity is created on a customer when a GoCardless subscription is cancelled.
Full list of all GoCardless API methods that we provide.
|Create Bank Account||Creates a new corporate customer.||action|
|Disable Bank Account||Disables a customer bank account which immediately cancels all associated mandates and cancellable payments.||action|
|Get Bank Account||Returns the details of a specific bank account.||get|
|List Bank Accounts (All)||Returns a list of all bank accounts.||get|
|List Bank Accounts (Customer)||Returns a list of all bank accounts for a specific customer.||get|
|Create Customer (Company)||Creates a new corporate customer.||action|
|Create Customer (Individual)||Creates a new private individual customer.||action|
|Get Customer||Returns details about a single Customer .||get|
|List Customers||Updates details on the Customer record.||get|
|Update Customer||Updates details on the Customer record.||action|
|Mandate Created||Triggers when a mandate is created.||webhook|
|New Event||Reports when an event occurs to a mandate or payment.||webhook|
|Payment Created||Triggers when a payment is created.||webhook|
|Cancel Mandate||Cancels a Mandate.||action|
|Create Mandate||Creates a new mandate.||action|
|Get Mandate||Gets details of a Mandate.||get|
|List Mandates (All)||Lists all Mandates.||get|
|List Mandates (Customer)||Lists all Mandates.||get|
|Cancel Payment||Cancels a payment.||action|
|Create Payment||Creates a new payment object. Payments can be created against 'pending submission' and 'submitted' as well as 'active' mandates.||action|
|Get Payment||Gets details of a paymnet||get|
|List Payments (All)||Lists all payments||get|
|List Payments (Customer)||Lists all payments||get|
|Cancel Subscription||Cancels a subscription.||action|
|Create Subscription||Creates a subscription which is a schedule of payments.||action|
|List Subscriptions (All)||Lists all subscriptions.||get|
|List Subscriptions (Customer)||Lists all subscriptions.||get|