EspoCRM + GoCardless Integration
Integrate EspoCRM to GoCardless in one click, or tell Integrately AI how you want each contact handled. Create recurring payments, send billing notifications, update your records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Target list is created in EspoCRM Instant- Contact is created in EspoCRM Instant
- Contact is deleted in EspoCRM Instant
- Contact is updated in EspoCRM Instant
- Task is created in EspoCRM Instant
- Task is updated in EspoCRM Instant
- Task is deleted in EspoCRM Instant
- Account is created in EspoCRM Instant
- Opportunity is created in EspoCRM Instant
- Meeting is created in EspoCRM Instant
- Opportunity is updated in EspoCRM Instant
- Case is created in EspoCRM Instant
- Account is updated in EspoCRM Instant
- Account is deleted in EspoCRM Instant
- Opportunity is deleted in EspoCRM Instant
- Case is updated in EspoCRM Instant
- Case is deleted in EspoCRM Instant
- Meeting is updated in EspoCRM Instant
- Meeting is deleted in EspoCRM Instant
- Lead is updated in EspoCRM Instant
- Lead is created in EspoCRM Instant
- Lead is deleted in EspoCRM Instant
- Call is created in EspoCRM Instant
- Call record is updated in EspoCRM Instant
- Call is deleted in EspoCRM Instant
Event is triggered in GoCardless Instant
2.
- Search lead by name in EspoCRM
- Create contact in EspoCRM
- Search contact in EspoCRM
- Update contact in EspoCRM
- Delete contact in EspoCRM
- Create lead in EspoCRM
- Search lead email in EspoCRM
- Update lead in EspoCRM
- Delete lead in EspoCRM
- Create task in EspoCRM
- Create account in EspoCRM
- Create case in EspoCRM
- Create meeting in EspoCRM
- Search account in EspoCRM
- Update account in EspoCRM
- Delete opportunity in EspoCRM
- Delete meeting in EspoCRM
- Create opportunity in EspoCRM
- Search opportunity in EspoCRM
- Search meeting in EspoCRM
- Update opportunity in EspoCRM
- Update meeting in EspoCRM
- Search case in EspoCRM
- Update case in EspoCRM
- Delete account in EspoCRM
- Delete case in EspoCRM
- Create call in EspoCRM
- Search call in EspoCRM
- Update call in EspoCRM
- Delete call in EspoCRM
- Create instant first payment + direct debit mandate in GoCardless
- Create instant bank payment in GoCardless
- Create direct debit payment in GoCardless
- Create mandate authorization request in GoCardless
Trusted by experts at...
Ready Workflows for EspoCRM + GoCardless Integration
Capture contacts, initiate direct debit payments, keep records updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 EspoCRM + GoCardless flow
Sync payments to accounting software, alert your finance team, and track billing status across your tools. Pick a combination and activate it in one click.
+
Xero (4)
Xero (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
HubSpot (3)
HubSpot (3) E
G
X
When a contact is created in EspoCRM, create a direct debit payment in GoCardless and add the invoice in Xero
New EspoCRM contacts trigger an immediate direct debit payment in GoCardless while recording the transaction in Xero without manual data entry.
G
E
X
Create a contact in EspoCRM when an event occurs in GoCardless, and update your financial ledger in Xero
GoCardless events update your EspoCRM contact base and post corresponding financial updates directly into Xero automatically.
E
G
X
If an account is created in EspoCRM, set up a GoCardless payment request and record the contact in Xero
New EspoCRM accounts automatically initiate GoCardless payment mandates and establish corresponding client records in Xero.
G
C
E
X
Use ChatGPT to analyse GoCardless payment events, update EspoCRM contacts, and create Xero sales records
ChatGPT processes GoCardless payment details before updating EspoCRM contact statuses and posting final records to Xero.
Supported triggers and actions for EspoCRM and GoCardless
Mix and match to build the exact automation you need
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it → Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it → Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it → Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it → Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it → GoCardless Triggers & Actions
What can you automate with EspoCRM + GoCardless?
Streamline customer relationship management and global recurring billing with automated workflows.
💳
Initiate GoCardless payments from EspoCRM contacts
Automatically set up direct debit payments or mandate requests in GoCardless the moment a new contact is created in EspoCRM, eliminating manual billing steps.
📋
Capture every submitted customer field
Map all available contact details and custom fields from EspoCRM directly into GoCardless payment requests, ensuring complete billing profiles.
🔔
Alert your finance team instantly
Send real-time notifications to your billing staff via messaging apps whenever a GoCardless payment event or EspoCRM contact update occurs.
🔀
Route transactions based on submitted data
Execute different payment actions or follow-up tasks depending on specific criteria submitted within EspoCRM contact records or GoCardless events.
🔄
Keep payment and CRM records synchronized
Automatically update EspoCRM contacts whenever GoCardless transaction statuses change, maintaining accurate customer data across systems.
🚫
Prevent duplicate customer profiles
Search existing databases before creating new records, ensuring GoCardless billing profiles link correctly to existing EspoCRM accounts.
📅
Handle later billing status changes
Automate follow-up actions and record updates when GoCardless payments succeed, fail, or mandate authorizations are modified.
🔗
Extend workflows to accounting platforms
Connect your EspoCRM and GoCardless core flow with accounting apps like Xero or QuickBooks Online to keep financial books fully updated.
And much more...
Who is EspoCRM + GoCardless integration for?
Managing customer relationships alongside recurring bank transfers means finance and sales teams often struggle with outdated records and missed billing updates.
Finance analysts
Customer success managers
Account directors
Billing administrators
Sales representatives
Operations managers
📈
Finance analysts
You pull reports on recurring billing data from EspoCRM, but the metrics are always stale because manual payment exports lag behind — this integration means every direct debit event updates your records instantly and your reports stay current.
⚡
Customer success managers
You need to act fast when payment issues occur in GoCardless, but you find out too late because customer statuses live in a separate system — connecting these apps means every transaction alert reaches your team immediately so you can resolve issues fast.
📊
Account directors
You answer to clients who want to see their billing and account history accurately maintained across all company software — automating both apps means customer records and payment statuses stay perfectly synchronized without manual intervention.
🔄
Billing administrators
The volume of recurring bank transfers is too high for anyone to keep up by hand between EspoCRM and GoCardless — with this integration, every payment mandate and transaction creates entries automatically without data entry errors.
👥
Sales representatives
You own the client onboarding step and depend on upstream billing setups to happen on time, but manual delays stall your pipeline — automating both apps means payment requests trigger the moment contacts are created so deals progress without friction.
📁
Operations managers
You need a reliable customer history in EspoCRM, but keep finding gaps where payment events failed to log from GoCardless — connecting these apps means every billing event creates a complete audit trail without missing records.
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 EspoCRM + GoCardless
Build and manage your EspoCRM + GoCardless automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EspoCRM + GoCardless with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect EspoCRM + GoCardless Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect EspoCRM + GoCardless Now
In Just 1 Click!
Frequently Asked Questions
How do I connect EspoCRM to GoCardless?
You can connect EspoCRM to GoCardless in 1 click using Integrately. Choose from ready-made workflows or use Integrately AI to build custom automations linking EspoCRM, GoCardless, and apps like Xero, Slack, or HubSpot.
Can I automatically create a GoCardless payment when a contact is created in EspoCRM?
Can I connect EspoCRM, GoCardless, and HubSpot?
What is a good Zapier alternative for EspoCRM and GoCardless?
How does EspoCRM data handle contact creation and updates here?
How does GoCardless handle payment events in these workflows?
Do I need coding skills to automate EspoCRM and GoCardless?
Is the EspoCRM and GoCardless integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect EspoCRM or GoCardless With 1500+ Other Apps
Popular EspoCRM Integrations
Connect EspoCRM to CRMs, email tools, and messaging platforms to manage and follow up on your customer relationships.
See All
EspoCRM Integrations
EspoCRM Integrations
No popular apps found
Popular GoCardless Integrations
Sync GoCardless with accounting, project management, and reporting tools to keep billing data working across your stack.
See All
GoCardless Integrations
GoCardless Integrations
No popular apps found
