Exact Online + GoCardless Integration

Integrate Exact Online to GoCardless in one click, or tell Integrately AI how you want each contact handled. Collect recurring billing smoothly, create payment mandates, update your accounts, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • GoCardless
    Event is triggered in GoCardless Instant
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2.
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online
  • 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 Exact Online + GoCardless Integration

Collect direct debit payments from new Exact Online contacts, trigger mandate requests, update accounts, and track billing history, 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 Exact Online + GoCardless flow

Sync your payment collections with CRM records, email campaigns, and team alerts the moment billing events occur. Pick a combination and activate it in one click.

Exact Online
GoCardless
+
SalesforceSalesforce (6)
+
HubSpotHubSpot (6)
+
StripeStripe (6)
+
PipedrivePipedrive (6)
+
MailchimpMailchimp (6)
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SlackSlack (6)
E
G
S
Create a direct debit payment in GoCardless when an Exact Online contact is updated, and update the contact in Salesforce.
Exact Online contact changes trigger GoCardless payments and update Salesforce records automatically, eliminating manual billing updates.
E
G
S
Create a mandate authorization request in GoCardless for new Exact Online accounts, and log it in Salesforce.
New Exact Online accounts generate GoCardless mandate requests and sync immediately to Salesforce for seamless onboarding tracking.
E
G
S
When an Exact Online item is updated, create an instant bank payment in GoCardless and notify your team in Salesforce.
Item updates in Exact Online trigger instant GoCardless bank payments and record updates in Salesforce for complete transparency.
E
G
S
If an Exact Online contact update occurs, request a GoCardless mandate and create a high-priority task in Salesforce.
Exact Online contact changes trigger GoCardless payment requests and open priority follow-up tasks in Salesforce for your team.
E
G
S
Use Claude to evaluate Exact Online contact updates, create a GoCardless payment, and update Salesforce records.
Claude reviews Exact Online contact details before initiating GoCardless payments and updating your Salesforce pipeline.
G
E
S
When a GoCardless event occurs for an Exact Online account, update Salesforce and notify your billing team.
GoCardless events update Exact Online linked accounts and trigger automated Salesforce record updates for financial tracking.

Supported triggers and actions for Exact Online and GoCardless

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it β†’
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it β†’
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it β†’
Search cost unit by code in Exact Online
Searches for an item by code
Try it β†’
Search document by accountName in Exact Online
Searches for documents by account name
Try it β†’
Update cost unit in Exact Online
Updates a cost unit
Try it β†’
Update cost center in Exact Online
Updates a cost center
Try it β†’
Update address in Exact Online
Updates an address
Try it β†’
Update contact in Exact Online
Updates a contact
Try it β†’
Update account in Exact Online
Updates an account
Try it β†’
Delete contact in Exact Online
Deletes a contact
Try it β†’
Delete account in Exact Online
Deletes an account
Try it β†’
Create document in Exact Online
Creates a new document
Try it β†’
Search item by code in Exact Online
Searches for an item by code
Try it β†’
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it β†’
Search contact by first name in Exact Online
Searches for a contact by first name
Try it β†’
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it β†’
Search address by contact name in Exact Online
Searches for an address by contact name
Try it β†’
Search account by name in Exact Online
Searches for an account by name
Try it β†’
Create item in Exact Online
Creates a new item
Try it β†’
Create project in Exact Online
Creates a new project
Try it β†’
Create cost unit in Exact Online
Creates a new cost unit
Try it β†’
Create cost centre in Exact Online
Creates a new cost centre
Try it β†’
Create bank account in Exact Online
Creates a new bank account
Try it β†’
Create address in Exact Online
Creates a new address
Try it β†’
Create account in Exact Online
Creates an account
Try it β†’
Create contact in Exact Online
Creates an contact
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 Exact Online + GoCardless?

Streamline your recurring billing operations by connecting Exact Online contact and account events directly to GoCardless payment workflows.

What you can automate?
πŸ’³
Automate direct debit payments from Exact Online
Trigger a GoCardless direct debit payment automatically whenever a contact is created or updated in Exact Online. Eliminate manual invoice processing and payment collection delays.
πŸ“
Capture every submitted account detail and mandate
Map comprehensive account data and contact properties from Exact Online directly into GoCardless mandate requests. Ensure all billing parameters are transferred accurately.
πŸ””
Notify your finance team instantly on payment events
Send instant team alerts or channel messages the moment a GoCardless payment event triggers or an Exact Online account is updated. Keep stakeholders informed of financial milestones.
πŸ”€
Route payments based on account criteria
Execute different GoCardless actions depending on specific contact fields or account tiers submitted in Exact Online. Customize your billing workflows for enterprise or standard clients.
πŸ”„
Keep billing records updated across both platforms
Synchronize account updates and contact modifications between Exact Online and GoCardless in real time. Prevent discrepancies in customer financial profiles.
πŸ‘₯
Prevent duplicate records during contact synchronization
Search existing Exact Online accounts and contacts before creating new GoCardless payment mandates. Maintain clean data hygiene across your billing stack.
⚑
Handle payment status changes and mandate requests
Automatically trigger instant bank payments, direct debit mandates, or authorization requests whenever corresponding events occur in Exact Online or GoCardless.
🌐
Extend your billing pipeline to CRM and messaging tools
Connect your Exact Online and GoCardless core workflow with popular tools like Salesforce or Slack to notify sales reps and update pipeline stages automatically.
And much more...

Who is Exact Online + GoCardless integration for?

Finance professionals, billing teams, and account managers eliminate manual data entry and payment collection bottlenecks by connecting Exact Online with GoCardless.

Finance managers
Finance managers
Billing operations leads
Billing operations leads
Account managers
Account managers
Subscription operations specialists
Subscription operations specialists
Sales representatives
Sales representatives
Compliance auditors
Compliance auditors
πŸ“ˆ
Finance managers
You're reviewing billing reports in Exact Online but payment collection statuses only update when someone manually checks GoCardless, so your revenue figures are always a few hours behind β€” automating both apps means every transaction lands in your accounting records instantly and your financial data stays current.
⚑
Billing operations leads
You need to act fast when mandate requests fail, and you find out too late because payment notifications sit unread in separate dashboards β€” connecting these apps means every payment event triggers immediate updates and your billing team stays ahead of failed collections.
🀝
Account managers
You answer to clients who want immediate confirmation of their payment setup, but copying details between Exact Online and GoCardless causes delays β€” with this integration, every account change initiates mandate requests instantly and your client onboarding records are always accurate.
πŸ“Š
Subscription operations specialists
The volume of recurring customer billing is too high for anyone to keep up by hand across Exact Online and GoCardless, leading to missed payment requests and reconciliation gaps β€” automating both apps means payment creation runs continuously in the background without manual oversight.
πŸ’Ό
Sales representatives
You own the next client follow-up step and depend on finance teams to hand over billing confirmation before reaching out, causing unnecessary friction β€” this integration means every direct debit payment is logged instantly and you can follow up with clients at the right moment.
πŸ”
Compliance auditors
You need a reliable audit history for every financial transaction and keep finding gaps between customer accounts and payment mandates β€” automating both apps means every contact update and payment record is logged synchronously across platforms.
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 Exact Online + GoCardless

Build and manage your Exact Online + 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 Exact Online + 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 Exact Online to GoCardless?
Frequently Asked Questions
You can connect Exact Online to GoCardless in one click using pre-built workflows or Integrately AI. Simply link your accounts, select your triggers like contact creation, and activate your automated payment collection.
Can I automatically create direct debit payments from Exact Online contact updates?
Frequently Asked Questions
Can I connect Exact Online, GoCardless, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and GoCardless?
Frequently Asked Questions
How does Exact Online handle contact and account data in automations?
Frequently Asked Questions
How does GoCardless process payments triggered by Exact Online?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and GoCardless?
Frequently Asked Questions
Is the Exact Online and GoCardless integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Exact Online or GoCardless With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online with accounting, CRM, and project management tools to streamline business operations.
GoCardless
Popular GoCardless Integrations
Sync GoCardless with invoicing, billing, and customer support platforms to optimize recurring payment workflows.