Skip to main content

Workflow Trigger - Refund

Overview​

The Refund Trigger in Stack empowers businesses to automate their workflows concerning payment refunds. By using this feature, you can efficiently respond to refund attempts, thereby enhancing customer service and boosting operational efficiency.

Trigger Name​

Refund

Trigger Description​

The Refund Trigger is designed to activate workflows based on refund attempts made by your business or sales agents. You can configure this trigger to respond to various conditions, such as:

  • Success or failure of a refund.
  • Whether the refund is full or partial.
  • Specific details regarding the amount or source of the refund.

This flexibility allows you to tailor your responses to different refund scenarios effectively.

How to Configure​

  1. Access Triggers:

    • Navigate to the Automations section within your Stack dashboard.

  2. Create New Trigger:

    • Click on "Add Trigger" and choose "Refund Trigger" from the list of options.

  3. Define Conditions:

    • Set the conditions under which the trigger should activate, such as:
      • Successful refunds.
      • Failed refunds.
      • Full or partial refunds.

  4. Customize Actions:

    • Decide on the actions that should follow once the trigger is activated. Options include sending notifications, updating customer records, or creating follow-up tasks.

  5. Save and Activate:

    • After setting up, save your trigger and ensure it is activated for it to function correctly.

Refund custom values are also available in the Payments section to enable sending customized notifications based on different scenarios.

Example​

A practical application of the Refund Trigger is automating customer notifications. For example, if a refund is processed successfully, an automated email can be dispatched to inform the customer of the successful transaction. On the other hand, if a refund fails, a different automated message can be sent to alert the customer of the issue and provide further instructions. This ensures timely communication and enhances customer satisfaction during potentially frustrating situations.