Connect salesboard and gocardless to Build Intelligent Automations

Choose a Trigger

salesboard

When this happens...

Choose an Action

gocardless

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between salesboard and gocardless?

To start, connect both your salesboard and gocardless accounts to viaSocket. Once connected, you can set up a workflow where an event in salesboard triggers actions in gocardless (or vice versa).

Can we customize how data from salesboard is recorded in gocardless?

Absolutely. You can customize how salesboard data is recorded in gocardless. This includes choosing which data fields go into which fields of gocardless, setting up custom formats, and filtering out unwanted information.

How often does the data sync between salesboard and gocardless?

The data sync between salesboard and gocardless typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from salesboard to gocardless?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between salesboard and gocardless?

Yes, you can set conditional logic to control the flow of data between salesboard and gocardless. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

salesboard

About salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

Learn More
gocardless

About gocardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.

Learn More