easybill + GoCardless Integration

Integrate easybill to GoCardless in one click, or tell Integrately AI how you want each document handled. Automate payment collections, sync customer records, update invoice statuses, and streamline your financial workflow instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • easybill
    Document is completed in easybill Instant
  • easybill
    Document is created in easybill Instant
  • easybill
    Document is updated in easybill Instant
  • easybill
    Document is deleted in easybill Instant
  • easybill
    Payment record is created in easybill Instant
  • easybill
    Payment record is deleted in easybill Instant
  • easybill
    Invoice item is deleted in easybill Instant
  • easybill
    Invoice item is created in easybill Instant
  • easybill
    Invoice item is updated in easybill Instant
  • easybill
    Contact is created in easybill Instant
  • easybill
    Contact is updated in easybill Instant
  • easybill
    Contact is deleted in easybill Instant
  • easybill
    Customer is created in easybill Instant
  • easybill
    Customer is updated in easybill Instant
  • easybill
    Customer is deleted in easybill Instant
  • GoCardless
    Event is triggered in GoCardless Instant
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2.
  • easybill
    Create Customer in easybill
  • easybill
    Search Customers in easybill
  • easybill
    Delete Customer in easybill
  • easybill
    Create customer group in easybill
  • easybill
    Update customer in easybill
  • easybill
    Create document in easybill
  • easybill
    Create invoice item group in easybill
  • easybill
    Create invoice item in easybill
  • easybill
    Delete document in easybill
  • easybill
    Complete document in easybill
  • easybill
    Cancel document in easybill
  • easybill
    Create payment for document in easybill
  • easybill
    Delete payment in easybill
  • easybill
    Search payment record in easybill
  • easybill
    Update document in easybill
  • easybill
    Create contact in easybill
  • easybill
    Create task in easybill
  • easybill
    Search document in easybill
  • easybill
    Create project in easybill
  • easybill
    Send document in easybill
  • GoCardless
    Create instant first payment + direct debit mandate in GoCardless
  • GoCardless
    Create instant bank payment in GoCardless
  • GoCardless
    Create direct debit payment in GoCardless
  • GoCardless
    Create mandate authorization request in GoCardless

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Ready WorkflowsReady Workflows Β  for easybill + GoCardless Integration

Collect payments, create direct debit mandates, keep billing records updated, trigger customer follow-ups, and sync financial data, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your easybill + GoCardless flow

Sync your payment data with CRMs, spreadsheets, and team messaging tools as soon as transactions occur. Pick a combination and activate it in one click.

easybill
GoCardless
+
SalesforceSalesforce (4)
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HubSpotHubSpot (4)
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StripeStripe (4)
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SlackSlack (4)
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Google SheetsGoogle Sheets (4)
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AsanaAsana (4)
E
G
S
Create a GoCardless direct debit payment for every new easybill document, and add the contact in Salesforce
New easybill documents trigger a direct debit payment in GoCardless and instantly create a contact in Salesforce.
E
G
S
When an easybill document is created, create a GoCardless direct debit payment and open a task in Salesforce
Every new easybill document creates a GoCardless direct debit payment and schedules a follow-up task in Salesforce.
E
G
S
When an easybill customer is updated, request a GoCardless mandate authorization and update the Salesforce contact
Customer updates in easybill trigger a GoCardless mandate authorization request and update the matching Salesforce contact.
E
G
S
When a payment record is created in easybill, create a GoCardless instant bank payment and log a task in Salesforce
New payment records in easybill trigger an instant bank payment in GoCardless and create a tracking task in Salesforce.

Supported triggers and actions for easybill and GoCardless

Mix and match to build the exact automation you need

easybill
easybill Triggers & Actions
Instant
Document is completed in easybill
Triggers the automation when a particular document is completed
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Instant
Document is created in easybill
Triggers the automation when a new document is created
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Instant
Document is updated in easybill
Triggers the automation when a document is modified
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Instant
Document is deleted in easybill
Triggers the automation when a document is deleted
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Instant
Payment record is created in easybill
Triggers the automation when a payment record is created
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Instant
Payment record is deleted in easybill
Triggers the automation when a payment record is deleted
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Instant
Invoice item is deleted in easybill
Triggers the automation when an invoice item is deleted
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Instant
Invoice item is created in easybill
Triggers the automation when a new invoice item is created
Try it β†’
Instant
Invoice item is updated in easybill
Triggers the automation when an invoice item is updated
Try it β†’
Instant
Contact is created in easybill
Triggers the automation when a new contact is created
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Instant
Contact is updated in easybill
Triggers the automation when a contact is updated
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Instant
Contact is deleted in easybill
Triggers the automation when a contact is removed from the particular list
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Instant
Customer is created in easybill
Triggers the automation when a new customer is created
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Instant
Customer is updated in easybill
Triggers the automation when customer details are updated
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Instant
Customer is deleted in easybill
Triggers the automation when a customer is removed from the database
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Create Customer in easybill
Adds a new customer to the database
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Search Customers in easybill
Searches for customers
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Delete Customer in easybill
Removes a customer from the database
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Create customer group in easybill
Creates a new customer group
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Update customer in easybill
Updates a customer's information
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Create document in easybill
Generates a new document
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Create invoice item group in easybill
Group invoice items for streamlined billing
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Create invoice item in easybill
Generates and add a new item to an invoice
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Delete document in easybill
Removes a particular document from the system
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Complete document in easybill
Finalize and save a document with all necessary information included
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Cancel document in easybill
Cancels the particular document
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Create payment for document in easybill
Triggers the automation when payment is made against any document
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Delete payment in easybill
Deletes a payment record
Try it β†’
Search payment record in easybill
Searches for a payment record
Try it β†’
Update document in easybill
Updates a document
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Create contact in easybill
Adds a new contact to the database
Try it β†’
Create task in easybill
Creates a new task
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Search document in easybill
Locates and retrieves document based on search criteria
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Create project in easybill
Creates a new project
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Send document in easybill
Sends a particular document to a designated recipient
Try it β†’
GoCardless
GoCardless Triggers & Actions
Instant
Event is triggered in GoCardless
Try it β†’
Create instant first payment + direct debit mandate in GoCardless
Initiates the process to create an instant first payment along with a direct debit mandate
Try it β†’
Create instant bank payment in GoCardless
Initiates the process to create an instant bank payment
Try it β†’
Create direct debit payment in GoCardless
Initiates the process to create a direct debit payment
Try it β†’
Create mandate authorization request in GoCardless
Initiates the process to create a mandate authorization request
Try it β†’

What can you automate with easybill + GoCardless?

Streamline your billing operations from document creation to payment collection with robust multi-app automations.

What you can automate?
πŸ’³
Trigger direct debit collections from new easybill documents
Automatically initiate a GoCardless direct debit payment the moment a new document or invoice is generated in easybill. Eliminate manual payment requests and accelerate your cash flow.
πŸ“‹
Capture complete customer billing profiles
Map all submitted customer details, billing addresses, and contact info from easybill directly into GoCardless mandates. Ensure your payment authorizations contain accurate, up-to-date data.
πŸ””
Notify your finance team instantly
Send real-time alerts to your team in Slack or via email whenever a new payment record is created or a mandate authorization request is submitted. Keep everyone informed of financial events.
πŸ”€
Route payments based on document value
Set up conditional rules to trigger instant bank payments for high-value easybill documents while routing standard recurring invoices through regular direct debit mandates.
πŸ”„
Keep payment records updated automatically
Synchronize status updates when documents are modified or completed in easybill, ensuring your GoCardless payment schedules reflect current invoice terms.
πŸ”
Search and update existing customer records
Prevent duplicate profiles by searching for existing customer records before creating new mandates or payment requests across your connected platforms.
βš–οΈ
Handle payment milestones and status changes
Automatically record payment completions, failed mandates, or canceled documents to trigger appropriate follow-up actions and update your financial ledgers.
πŸš€
Extend your workflow to CRMs and spreadsheets
Connect your payment flows to tools like HubSpot or Google Sheets, ensuring that every easybill document and GoCardless transaction updates your entire tech stack.
And much more...

Who is easybill + GoCardless integration for?

Finance teams, billing coordinators, and business owners eliminate manual invoice-to-payment entry and keep financial records synchronized across platforms instantly.

Financial analysts
Financial analysts
Customer support managers
Customer support managers
Account executives
Account executives
Billing coordinators
Billing coordinators
Sales managers
Sales managers
Accountants
Accountants
πŸ“ˆ
Financial analysts
You pull payment reports from easybill and billing ledgers by hand, but the revenue figures are always delayed because manual exports lag behind real-time collections β€” automating both apps means every payment record lands in your sheets instantly and your financial dashboard stays accurate.
🚨
Customer support managers
You handle billing inquiries from clients whose payments failed to process, but you find out about mandate errors too late to prevent service disruptions β€” connecting these apps means your team receives instant payment notifications and resolves customer issues before escalation.
🀝
Account executives
You answer to clients asking whether their direct debit mandates are active, but checking payment statuses across separate portals takes precious selling time β€” with this integration, client payment confirmations sync automatically and keep all stakeholders informed.
⚑
Billing coordinators
The volume of recurring invoices and direct debit requests is too high for anyone to keep up by hand, leading to missed payment collections and billing bottlenecks β€” this integration means every document triggers instant payment processing without human intervention.
πŸ’Ό
Sales managers
You depend on finance upstream to hand over payment confirmations before closing deals in your CRM, but communication delays stall your pipeline updates β€” automating both apps means payment status updates flow directly into your CRM the moment they occur.
πŸ“‹
Accountants
You need a reliable history of every invoice and transaction, but manual data entry keeps leaving gaps in your ledger records β€” this integration means every easybill document and GoCardless payment links up seamlessly to maintain a complete audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate easybill + GoCardless

Build and manage your easybill + GoCardless automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect easybill + GoCardless with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect easybill to GoCardless?
Frequently Asked Questions
You can connect easybill and GoCardless in 1-click using ready-made templates or by asking Integrately AI to build your custom workflow. Connect your accounts, map your fields, and automate collections across your stack.
Can I automatically trigger GoCardless payments from new easybill documents?
Frequently Asked Questions
Can I connect easybill, GoCardless, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for easybill and GoCardless?
Frequently Asked Questions
How does easybill customer data sync with GoCardless?
Frequently Asked Questions
Can I manage mandate authorizations when easybill documents are updated?
Frequently Asked Questions
Do I need coding skills to automate easybill and GoCardless?
Frequently Asked Questions
Is the easybill and GoCardless integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect easybill or GoCardless With 1500+ Other Apps

easybill
Popular easybill Integrations
Connect easybill with accounting, CRM, and invoicing tools to manage orders and streamline financial record-keeping.
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GoCardless
Popular GoCardless Integrations
Sync GoCardless with banking, billing, and subscription platforms to optimize recurring revenue and payment collections.