Connect Salesforce to GoCardless Bank Account Data (formerly Nordigen)

Use 10 documented Salesforce triggers to run 7 documented GoCardless Bank Account Data (formerly Nordigen) actions.

10 source triggers

7 target actions

Reverse direction supported

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Why Connect Salesforce & GoCardless Bank Account Data (formerly Nordigen)?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a GoCardless Bank Account Data (formerly Nordigen) action

Send the event into one of 7 documented actions, such as Create Requisition Link, Delete Requisition Link, Get Account Balances.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

GoCardless Bank Account Data (formerly Nordigen)

Triggers (1)

New Transaction

Emit new event when a transaction occurs

polling

Actions (7)

Create Requisition Link

Create a requisition link and id to be used in other Nordigen actions. See the docs

Delete Requisition Link

Delete requisition and its end user agreement. See the docs

Get Account Balances

Get the balances of a Nordigen account. See the docs

Get Account Details

Get the details of a Nordigen account. See the docs

Get Account Metadata

Get the metadata of a Nordigen account. See the docs

Get Account Transactions

Get the transactions of a Nordigen account. See the docs

List Requisition Id Options

Retrieves available options for the Requisition Id field.

Integration Features

10 documented Salesforce triggers

7 documented GoCardless Bank Account Data (formerly Nordigen) actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported GoCardless Bank Account Data (formerly Nordigen) to Salesforce direction

Capability Examples

Salesforce trigger → GoCardless Bank Account Data (formerly Nordigen) action

Catalog example

Salesforce

Case Updated (Instant, of Selectable Type)

GoCardless Bank Account Data (formerly Nordigen)

Create Requisition Link

GoCardless Bank Account Data (formerly Nordigen) trigger → Salesforce action

Reverse direction

GoCardless Bank Account Data (formerly Nordigen)

New Transaction

Salesforce

Add Contact to Campaign

How It Works

Connect Apps

Authenticate your Salesforce and GoCardless Bank Account Data (formerly Nordigen) accounts

Choose a Trigger

Select a documented Salesforce event

Choose an Action

Select the documented GoCardless Bank Account Data (formerly Nordigen) operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 7 documented GoCardless Bank Account Data (formerly Nordigen) actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect GoCardless Bank Account Data (formerly Nordigen) to Salesforce for bidirectional automation

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Connect Salesforce to GoCardless Bank Account Data (formerly Nordigen)

Why Connect Salesforce & GoCardless Bank Account Data (formerly Nordigen)?

Start with a Salesforce event

Run a GoCardless Bank Account Data (formerly Nordigen) action

Map and review the workflow

Available Triggers & Actions

Salesforce

Triggers (10)

Actions (24)

GoCardless Bank Account Data (formerly Nordigen)

Triggers (1)

Actions (7)

Integration Features

Capability Examples

Salesforce trigger → GoCardless Bank Account Data (formerly Nordigen) action

GoCardless Bank Account Data (formerly Nordigen) trigger → Salesforce action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Salesforce to GoCardless Bank Account Data (formerly Nordigen) direction supported?

Which Salesforce triggers are available?

Which GoCardless Bank Account Data (formerly Nordigen) actions are available?

Can I also connect GoCardless Bank Account Data (formerly Nordigen) to Salesforce?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Salesforce Integrations

All GoCardless Bank Account Data (formerly Nordigen) Integrations

Popular Integrations

More GoCardless Bank Account Data (formerly Nordigen) Integrations

Ready to Connect Salesforce & GoCardless Bank Account Data (formerly Nordigen)?