--- title: GoCardless slug: gocardless description: How to integrate GoCardless with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_gocardless.png createdAt: 2025-02-03T13:28:22.758Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/gocardless.png" alt="GoCardless logo" caption size="50" width="512" height="512"} | GoCardless is a platform for collecting recurring and one-off payments directly from customers’ bank accounts via direct debit. Integrating GoCardless with Make.com enables automated payment collection, customer management, and reconciliation workflows for subscription businesses and invoicing processes. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official GoCardless documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [GoCardless](https://gocardless.com/) directly. ::: # Requirements To use the GoCardless app in Make, you must have an active GoCardless account and an API access token, [create your account on GoCardless](https://gocardless.com/). For subscription, refer to the [GoCardless pricing page](https://gocardless.com/). # Connect GoCardless and Make To get started, you must first create a connection between GoCardless and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth Access Token credentials in your GoCardless account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth Access Token credentials in your GoCardless account Before you create the connection in Make, you should first obtain your **OAuth Access Token credentials** in your GoCardless account. To obtain your **OAuth Access Token credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Developers** section in your GoCardless dashboard. ::: :::WorkflowBlockItem Click on the** Create** an app button. ::: :::WorkflowBlockItem Enter your application name. ::: :::WorkflowBlockItem Select** Sandbox** as the environment. ::: :::WorkflowBlockItem If prompted, enter the callback URI: `https://www.integromat.com/oauth/cb/gocardless` ::: :::WorkflowBlockItem Click the** Create** button to register the application. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://developer.gocardless.com/getting-started/set-up) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the GoCardless module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your GoCardless account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # GoCardless modules After connecting to the GoCardless app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Cancel a Payment Cancel a payment that is still pending and has not yet been processed by the banks. ::: :::ExpandableHeading ### Cancel a Subscription Instantly terminates an active subscription, ensuring that no further payments are processed for it. ::: :::ExpandableHeading ### Cancel an Instalment Schedule Cancels a scheduled series of installment payments. ::: :::ExpandableHeading ### Create Direct Debit/ACH Mandate Initiates a request to authorize a new mandate for payments or agreements. ::: :::ExpandableHeading ### Create Instant First Payment and Direct Debit Mandate Creates an instant first payment and sets up a direct debit mandate for a customer. ::: :::ExpandableHeading ### Create a Bank Debit Payment Processes a single, immediate payment transaction. ::: :::ExpandableHeading ### Create a Refund Creates a new refund for a specific transaction or order. ::: :::ExpandableHeading ### Create a Subscription Creates a new subscription for a user or customer in your selected service. ::: :::ExpandableHeading ### Create an Instalment Schedule (with Dates) Creates a new instalment schedule and automatically generates the related payment entries for each specified date. ::: :::ExpandableHeading ### Create an Instalment Schedule (with Schedule) Creates a new instalment schedule and automatically generates the related payment entries based on a specified scheduling logic. ::: :::ExpandableHeading ### Create an Instant Bank Payment Processes an immediate payment from a customer at the point of sale. ::: :::ExpandableHeading ### Get a Customer Fetches detailed information about a specific customer. ::: :::ExpandableHeading ### Get a Customer's Bank Account Fetches detailed information about a specific customer's bank account. ::: :::ExpandableHeading ### Get a Mandate Fetches detailed information about a specific mandate. ::: :::ExpandableHeading ### Get a Payment Fetches detailed information about a specific payment. ::: :::ExpandableHeading ### Get a Payout Fetches detailed information about a specific payout. ::: :::ExpandableHeading ### Get a Refund Retrieves detailed information about a specific refund. ::: :::ExpandableHeading ### Get a Subscription Fetches detailed information about a specific subscription. ::: :::ExpandableHeading ### Get an Instalment Schedule Fetches the detailed payment schedule for an instalment plan. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Pause a Subscription Temporarily suspends an active subscription, preventing further charges or service until it is resumed. ::: :::ExpandableHeading ### Resume a Subscription Resumes a paused subscription, allowing automatic payments to restart according to the subscription’s configured schedule. ::: :::ExpandableHeading ### Retry a Payment Attempts to process a payment again after a previous payment attempt has failed. ::: :::ExpandableHeading ### Search Creditors Fetches a complete list of all creditors associated with your account. ::: :::ExpandableHeading ### Search Customer Bank Accounts Fetches a complete list of all bank accounts associated with your customers. ::: :::ExpandableHeading ### Search Customers Fetches a complete list of all customer records from your account. ::: :::ExpandableHeading ### Search Instalment Schedules Fetches a list of Instalment Schedules that match the specified filter criteria. ::: :::ExpandableHeading ### Search Mandates Fetches a complete list of all your existing mandates. ::: :::ExpandableHeading ### Search Payments Retrieves a list of all payment transactions. ::: :::ExpandableHeading ### Search Payouts Fetches a complete list of all your payout transactions. ::: :::ExpandableHeading ### Search Refunds Retrieves a list of all refund transactions from your account. ::: :::ExpandableHeading ### Search Subscriptions Retrieves a list of all existing subscriptions from your account. ::: :::ExpandableHeading ### Update a Payment Updates the metadata information associated with a specific payment. ::: :::ExpandableHeading ### Update a Refund Updates the metadata fields for a specific refund. ::: :::ExpandableHeading ### Update a Subscription Updates the details or settings of an existing subscription. ::: :::ExpandableHeading ### Watch Approved Authorizations Triggers when a new Payer Authorization event occurs, such as when a payer is authorized or an authorization is updated. ::: :::ExpandableHeading ### Watch Billing Requests Triggers when specific actions or changes occur related to Billing Requests. ::: :::ExpandableHeading ### Watch Mandates Triggers when specific events occur related to Mandates, such as creation, updates, or cancellations. ::: :::ExpandableHeading ### Watch Payments Triggers when specific payment-related events occur. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # GoCardless resources You can have access to more resources related to this app on the following links - [GoCardless topics on Make community](https://community.make.com/search?q=GoCardless) - [GoCardless website](https://gocardless.com/) - [GoCardless API documentation](https://developer.gocardless.com/api-reference/) - [GoCardless page on make](https://www.make.com/en/integrations/gocardless) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::