Process refund requests with policy checks, approval gates, and Stripe execution.
This automation starts when zendesk or Intercom tag `refund-request` applied. It intercom process via intercom, shopify process via shopify, stripe approve, and slack approve, then auto-approve under $50 to Stripe refund API, $50–$200 manager Slack approve, above $200 finance + legal dual approve. Customer receives branded email with refun.
Read-only visualization of how data moves from trigger to final result.
Zendesk or Intercom tag `refund-request` applied
Intercom or Zendesk tag `refund-request` triggers Shopify order lookup, policy check
Intercom or Zendesk tag `refund-request` triggers Shopify order lookup, policy check
auto-approve under $50 to Stripe refund API, $50–$200 manager Slack approve, above $200 finance + legal dual approve. Customer receives branded email with refun
auto-approve under $50 to Stripe refund API, $50–$200 manager Slack approve, above $200 finance + legal dual approve. Customer receives branded email with refun
auto-approve under $50 to Stripe refund API, $50–$200 manager Slack approve, above $200 finance + legal dual approve. Customer receives branded email with refun
Process via Zendesk
Process via Intercom
Process via Shopify
Approve
Approve
Remove repetitive steps from Refund Workflow so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Events trigger immediate actions instead of waiting for someone to check a queue.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~14 min
Manual trigger
Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Intercom or Zendesk tag `refund-request` triggers Shopify order lookup, policy check—within 30 days, unused digital, shipping damage photo if claimed—auto-approve under $50 to Stripe refund API, $50–$200 manager Slack approve, above $200 finance + legal dual approve. Customer receives branded email with refund timeline; ticket updated with refund ID.
Some steps run in preview until their integrations go live.
Zendesk/Intercom, Shopify, Stripe refunds API, Gmail, Slack approvals.
Days since delivery, product type, prior refund count per customer.
Threshold-based Slack buttons—approve/deny with reason captured.
Partial or full refund matching approved amount; idempotent on retry.
Three test amounts crossing each threshold with sandbox Stripe.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Shopify Store Domain | text | No | |
| Slack Channel | text | #general | No |
Stripe subscription cancel + prorate branch when order linked to sub.
Policy module deducts configured percent before approval amount shown.
Refund ID on ticket prevents duplicate auto-approve same order.
Manual finance branch; no Stripe auto-execution.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
154 total reviews
We deployed this across three locations and saw immediate time savings. The Refund Workflow workflow handles edge cases we didn't expect it to.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ AI quality exceeded expectations · Saved our team 10+ hours weekly
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ Support team helped customize quickly · Setup was straightforward
Intercom or Zendesk tag `refund-request` triggers Shopify order lookup, policy check—within 30 days, unused digital, shipping damage photo if claimed—auto-approve under $50 to Stripe refund API, $50–$200 manager Slack approve, above $200 finance + legal dual approve. Customer receives branded email with refund timeline; ticket updated with refund ID.
Activate Refund Workflow with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Refund Workflow.
Current version: 1.2.0
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