Select GoCardless in workflow
Pick GoCardless app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in GoCardless and run actions that can create, search or modify data inside GoCardless automatically [3] — exactly how you set them.
3 simple steps to make your GoCardless connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick GoCardless app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to GoCardless in WEXTL once. GoCardless credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your GoCardless account. Approve?
Build your workflow with GoCardless yourself or with WEXTL® AI Builder. Connect GoCardless to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever GoCardless app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that GoCardless supports.
The following table illustrates what fields GoCardless integration require during authorization flow inside our workflow builder [4].
Demonstration of GoCardless connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Base URLRequired | select | Choose Live or Sandbox. Defaults to Live (api.gocardless.com). |
Access TokenRequired | password | Your read-write access token from the dashboard Developers tab. |
Enter a name of the other app you want to sync with GoCardless below. Click on selected app to explore integration options with GoCardless. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Customer Bank Accounts trigger from GoCardless - this will be a starting point in your automation. Whenever event happens in GoCardless, workflow will start [7] from Watch Customer Bank Accounts node.
Search for Create a Bank Account Holder Verification, connect it as the next step of integration sequence. You can use filters between Watch Customer Bank Accounts and Create a Bank Account Holder Verification, so only important data pass from Watch Customer Bank Accounts to the next step. WEXTL gives you full control over the process of GoCardless automation. All parts of workflow are visible on the canvas [4].
GoCardless on WEXTL has 112 modules for building finance automations. Explore GoCardless documentation for more.
Demonstration of how visual GoCardless automation [6] looks in WEXTL.
Common questions about automating GoCardless in your workflows.
List of sources used to gather information about the GoCardless integration.