Connect Trail to GoCardless

Both apps 30Trail 12GoCardless 18

• Trigger
  Task Completed

  Triggers when a task from the chosen Trail task templates is completed at any site.

• Action
  Create Task

  Creates a task at a Trail site from an automated task template, with an optional due window and description.

• Action
  Find Tasks

  Returns the Trail tasks due in a date range for the chosen task templates, with their status and completion details.

• Action
  Get Scores

  Returns Trail task-completion scores for each day, week or month in a date range, optionally filtered by site, area, tag or template.

• Action
  Get Task

  Returns one Trail task by its ID, including its checklist, comments and tags.

• Action
  Get Task Checklists

  Returns the checklist items and their completion status for the given Trail tasks.

• Action
  Get Task Comments

  Returns the comments left on the given Trail tasks.

• Action
  Get Task Record Logs

  Returns the record logs (recorded readings and values) for the given Trail tasks.

• Action
  List Areas

  Returns all areas (groups of sites) in your Trail account.

• Action
  List Sites

  Returns all sites (locations) in your Trail account.

• Action
  List Tags

  Returns all tags in your Trail account.

• Action
  List Task Templates

  Returns all task templates in your Trail account.

• Action
  Add billing request

  Creates a GoCardless billing request to collect a Direct Debit mandate, a one-off payment, or both from a customer.

• Action
  Add customer

  Creates a new customer record in GoCardless with their name, contact details and address.

• Action
  Add customer bank account

  Creates a bank account for an existing GoCardless customer, using local bank details or an IBAN.

• Action
  Cancel mandate

  Cancels a Direct Debit mandate so no further payments can be collected against it, and returns the cancelled mandate.

• Action
  Cancel payment

  Cancels a pending GoCardless payment so it is not collected, and returns the updated payment.

• Action
  Cancel subscription

  Cancels a GoCardless subscription so no further payments are collected under it, and returns the cancelled subscription.

• Action
  Create Direct Debit Payment

  Collects a one-off Direct Debit payment from a customer against their existing mandate.

• Action
  Create Instant Bank Payment

  Creates a billing request for a one-off instant bank payment (Pay By Bank) for the given amount and currency.

• Action
  Create Mandate Authorisation Request

  Creates a Direct Debit mandate request for a payer and returns a hosted authorisation link you can send them to set up the mandate.

• Action
  Create Subscription

  Creates a recurring subscription that collects a fixed amount on a schedule against an existing GoCardless mandate.

• Action
  Get customer

  Returns a single GoCardless customer by its ID, including contact details, address and metadata.

• Action
  Get mandate

  Returns a single Direct Debit mandate, including its status, scheme, reference and linked customer bank account and creditor.

• Action
  Get payment

  Returns a single GoCardless payment by its ID, including amount, status, charge date and linked mandate.

• Action
  Get subscription

  Returns the details of a single GoCardless subscription, including its amount, schedule, status and upcoming payments.

• Action
  Retry payment

  Retries a failed payment, resubmitting it for collection on the next available date or a date you choose.

• Action
  Search for a Billing Request

  Searches billing requests, optionally filtered by customer, status and creation date, and returns the matches.

• Action
  Search for a Customer

  Searches your GoCardless customers by email, company name, surname, currency or creation date and returns the matches.

• Action
  Update customer

  Updates an existing GoCardless customer's name, contact details, address or metadata. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.