GoCardless + Ontraport Integration

Integrate GoCardless to Ontraport in one click, or tell Integrately AI how you want each contact handled. Sync customer billing, create records, update contacts, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • GoCardless
    Event is triggered in GoCardless Instant
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
Arrow Right
2.
  • 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
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

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Ready WorkflowsReady Workflows Β  for GoCardless + Ontraport Integration

Capture payments, create contacts, update transactions, notify your team, and track billing, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
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Connect more apps to your GoCardless + Ontraport flow

Connect your payment and CRM data with email marketing, scheduling, and accounting tools to streamline your entire customer lifecycle. Pick a combination and activate it in one click.

GoCardless
Ontraport
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
ActiveCampaignActiveCampaign (4)
+
HubSpotHubSpot (4)
G
O
S
When an event is triggered in GoCardless, create a product in Ontraport and create a charge in Stripe.
Every GoCardless payment event updates Ontraport products and generates a corresponding charge in Stripe without manual data entry.
O
G
S
When a contact is created in Ontraport, request a GoCardless mandate authorization and create a customer in Stripe.
New Ontraport contacts automatically initiate a GoCardless mandate request and set up a customer profile in Stripe.
O
G
S
When a transaction is created in Ontraport, create a direct debit payment in GoCardless and retrieve the charge in Stripe.
Ontraport transactions trigger direct debit collections in GoCardless while fetching relevant charge details from Stripe.
O
G
S
If an Ontraport form is submitted, create an instant bank payment in GoCardless and create a payment intent in Stripe.
Form submissions in Ontraport instantly trigger bank payments in GoCardless and generate payment intents in Stripe.

Supported triggers and actions for GoCardless and Ontraport

Mix and match to build the exact automation you need

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†’
Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
Try it β†’
Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
Try it β†’
Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
Try it β†’
Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
Try it β†’
Transaction is created in Ontraport
Triggers the automation when a new transaction is created
Try it β†’
Form is created in Ontraport
Triggers the automation when a new form is created
Try it β†’
Group is created in Ontraport
Triggers the automation when a new group is created
Try it β†’
Create product in Ontraport
Adds a new product to the system
Try it β†’
Search product by name in Ontraport
Finds a product based on its name
Try it β†’
Update product in Ontraport
Modifies an existing product
Try it β†’
Create transaction in Ontraport
Records a new transaction
Try it β†’
Create contact in Ontraport
Adds a new contact to the database
Try it β†’
Update contact in Ontraport
Updates contact information with new details
Try it β†’
Search contact in Ontraport
Finds and retrieves contact information
Try it β†’
Get transaction by Id in Ontraport
Retrieves a transaction using its id
Try it β†’
Search campaign in Ontraport
Searches for a campaign
Try it β†’

What can you automate with GoCardless + Ontraport?

Streamline your payment collection and CRM workflows with powerful automated triggers and actions.

What you can automate?
⚑
Sync GoCardless payment events to Ontraport contacts
Automatically create or update Ontraport contacts whenever a payment event occurs in GoCardless. Eliminate manual data entry and keep your customer database accurate.
πŸ“‹
Capture every submitted form field
Map all submitted Ontraport form details directly into your payment setup workflows. Ensure every custom answer and client preference is properly recorded.
πŸ””
Notify your team the moment payments happen
Trigger instant team notifications and task creations whenever a new direct debit payment or bank transfer completes in GoCardless.
πŸ”€
Route transactions based on custom criteria
Apply conditional logic to your automated workflows so different payment types trigger specific CRM tags and follow-up actions.
πŸ”„
Keep customer contact records updated in real time
Ensure your Ontraport contact details reflect the latest billing updates from GoCardless without manual spreadsheet exports.
πŸ›‘οΈ
Prevent duplicate records with smart search
Automatically search for existing contacts in Ontraport before creating new records, ensuring a clean and organized customer database.
πŸ“…
Handle payment status changes automatically
Manage mandate authorizations, direct debit collections, and instant bank payments seamlessly as your transaction statuses evolve.
πŸ”—
Extend your workflow to external apps
Connect your core GoCardless and Ontraport flow with third-party tools like QuickBooks, Slack, or HubSpot for end-to-end automation.
And much more...

Who is GoCardless + Ontraport integration for?

Connecting GoCardless and Ontraport eliminates manual billing updates and keeps customer records synchronized across your entire revenue stack.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Agency owners
Agency owners
Sales directors
Sales directors
Operations leads
Operations leads
Finance managers
Finance managers
πŸ“ˆ
Performance marketers
You're running acquisition campaigns and tracking conversions in Ontraport, but your payment records in GoCardless live in a separate tab, so the revenue metrics you report are always lagging β€” this integration means every payment event updates your CRM instantly and your campaign data stays current.
🎯
Customer success managers
You need to know immediately when a client billing failure occurs so you can prevent churn, but checking gateway dashboards by hand takes hours β€” with this integration, every payment event triggers instant CRM updates and alerts so you can intervene before accounts stall.
πŸ’Ό
Agency owners
You manage dozens of client retainers and need to reconcile Ontraport transactions with GoCardless collections without manual data entry β€” automating both apps means your client accounts and billing records stay perfectly matched without extra administrative overhead.
πŸš€
Sales directors
Your team closes deals in Ontraport, but waiting for finance to confirm bank payments delays onboarding and slows down momentum β€” this integration means form submissions and payments sync instantly, allowing reps to transition new clients smoothly.
βš™οΈ
Operations leads
You spend hours copying customer details between payment processors and your CRM because manual handoffs always lead to missing fields β€” connecting these apps means contact creation and transaction logging happen automatically with zero manual effort.
πŸ“Š
Finance managers
You depend on accurate transaction histories for cash flow forecasting, but gaps between your gateway and CRM lead to reconciliation errors β€” with this integration, every payment and transaction record flows directly into your database for reliable reporting.
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 GoCardless + Ontraport

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

1,500+ apps connected
1,500+ apps connected
Connect GoCardless + Ontraport 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 GoCardless to Ontraport?
Frequently Asked Questions
You can connect GoCardless to Ontraport in 1-click using ready-made templates or by asking Integrately AI to build your custom workflow. It takes just minutes to link your accounts and start syncing payment and CRM data.
Can I automatically create Ontraport contacts when a payment happens in GoCardless?
Frequently Asked Questions
Can I connect GoCardless, Ontraport, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for GoCardless and Ontraport?
Frequently Asked Questions
How does GoCardless handle transaction data during integration?
Frequently Asked Questions
Can I update contact records and trigger billing in Ontraport automatically?
Frequently Asked Questions
Do I need coding skills to automate GoCardless and Ontraport?
Frequently Asked Questions
Is the GoCardless and Ontraport 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 GoCardless or Ontraport With 1500+ Other Apps

GoCardless
Popular GoCardless Integrations
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Ontraport Integrations arrow right
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