GoCardless
Bank debit, ACH, and open-banking payments — customers, mandates, one-off and recurring payments, payouts, and refunds.
Three ways to use GoCardless
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with GoCardless.
Cancel Billing Request
Cancel a billing request.
Cancel Instalment Schedule
Cancel an instalment schedule.
Cancel Mandate
Cancel a mandate.
Cancel Mandate Import
Cancel a mandate import.
Cancel Payment
Cancel a payment.
Cancel Subscription
Cancel a subscription.
Get started automating GoCardless
Ready-to-use workflows
Prompts using GoCardless
GoCardless payer lookup for support and finance teams
Search any Direct Debit payer, see their mandates, payments and refunds in one timeline, and retry, refund or cancel without sharing dashboard logins.
GoCardless collections calendar and cash-in forecast
Open one screen to see every Direct Debit collection due this month, day by day, with weekly and monthly totals and a flag on the shaky ones.
Recover the Direct Debit signups that never got finished
See everyone who started setting up a Direct Debit and stopped, ranked by the money at stake, and send each one a fresh link without chasing twice.
Rank cancelled Direct Debit mandates by revenue at risk
Every weekday, find the Direct Debits that died overnight, work out what each lost payer was worth, and post a ranked win-back list to Slack.
Recover failed GoCardless payments with email and Slack
The moment a GoCardless payment fails, get a ready-to-review recovery email drafted for the customer and a Slack alert for your finance team.
Auto-reconcile GoCardless payouts in Xero and post to Slack
When a GoCardless payout lands in your bank, it's split into collections, fees, and refunds, booked as a balanced Xero entry, and summarized for finance in Slack.
Weekly GoCardless collections brief posted to Slack
Every Monday, get a plain-language rundown of last week's GoCardless payments and payouts posted straight to your finance Slack channel.
Add active Direct Debit payers to HubSpot automatically
When a customer's Direct Debit goes live in GoCardless, their details flow straight into HubSpot so sales and finance always know who is paying you.
