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GoCardless

With GoCardless modules in Make, you can manage the payments, refunds, payouts, instalment schedules, subscriptions, customers, and mandates in your GoCardless account.

To use the GoCardless modules, you must have an account. You can create an account at manage.gocardless.com.

Refer to the GoCardless API documentation for a list of available endpoints.

Connect GoCardless to Make

To establish the connection, you must:

  1. Mandatory for a GoCardless Sandbox account: Create a custom application in GoCardless.

  2. Establish the connection in Make.

Establish the connection with GoCardless in Make

To establish the connection in Make:

  1. Log in to your Make account, add a GoCardless module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the Sandbox field, select if you create a connection for your GoCardless Sandbox account.

  4. Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials.

    Note: this step is mandatory for GoCardless Sandbox account.

  5. Click Save.

  6. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more GoCardless modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Create a custom application in GoCardless

To create an GoCardless custom application and retrieve your client credentials for your Sandbox account:

  1. Log in to your GoCardless Sandbox account.

  2. Follow this link to create a custom application.

  3. In the App name field, enter the name for the custom application.

  4. Optional: Upload a logo of the custom application.

  5. In the Description field, enter the description of the custom application.

  6. In the Homepage URL field, enter the URL that will inform users about your product.

  7. In the Redirect URLs field, enter https://www.make.com/oauth/cb/gocardless.

  8. Agree to the terms of the partner agreement and click Create app.

  9. Copy your Client ID and Client Secret values and store them in a safe place.

You will use these values in the Client ID and Client Secret fields in Make.

Set Up GoCardless Webhooks

This app uses webhooks to trigger a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name.

To set up a webhook, follow these steps:

  1. Add an GoCardless instant module to your scenario and click Create a webhook.

  2. Optional: Enter a name for the webhook in the Webhook name field.

  3. Select the corresponding connection for the webhook in the Connection field and fill in all required fields.

  4. In the Webhook secret field, click Generate to create a secret that you will add in your GoCardless account below. Copy the secret value and store it in a safe place.

    Important: The secret value won't appear again after you create a webhook.

  5. Optional: Select actions that you want to watch via a webhook.

  6. Click Save > Copy address to clipboard.

  7. Log in to your GoCardless account.

  8. In the left sidebar, click Developers > Developers.

  9. Click Create > Webhook endpoint.

  10. In the Name field, enter the name of the webhook.

  11. In the URL field, enter the webhook URL that you copied above.

  12. In the Secret field, enter the secret value that you copied above.

  13. Click Create webhook endpoint.

GoCardless will now send data to Make through the webhook when the selected event occurs.

Build GoCardless Scenarios

After connecting the app, you can perform the following actions:

Payments

  • Create Instant First Payment and Direct Debit Mandate

  • Create Direct Debit/ACH Mandate

  • Create a Bank Debit Payment

  • Create an Instant Bank Payment

  • Search Payments

  • Get a Payment

  • Update a Payment

  • Cancel a Payment

  • Retry a Payment

  • Watch Payments

  • Watch Billing Requests

Refunds

  • Search Refunds

  • Get a Refund

  • Create a Refund

  • Update a Refund

Payouts

  • Search Payouts

  • Get a Payout

Instalment Schedules

  • Search Instalment Schedules

  • Get an Instalment Schedule

  • Create an Instalment Schedule (with Dates)

  • Create an Instalment Schedule (with Schedule)

  • Cancel an Instalment Schedule

Subscriptions

  • Search Subscriptions

  • Get a Subscription

  • Create a Subscription

  • Update a Subscription

  • Cancel a Subscription

  • Pause a Subscription

  • Resume a Subscription

Customers

  • Search Customers

  • Get a Customer

  • Search Customer Bank Accounts

  • Get a Customer's Bank Account

Mandates

  • Search Mandates

  • Get a Mandate

  • Search Creditors

  • Watch Mandates

Other

  • Make an API Call

  • Watch Approved Authorizations

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