Send Microsoft Teams channel messages and create notes in Maximizer when new sales are refunded in PayPal
Whenever a new refund is processed in PayPal, this Zap automatically sends a custom Microsoft Teams notification and creates detailed notes in Maximizer for the corresponding contact. Stay informed in real-time, enhance your customer relationships, and ensure that every refund event becomes an opportunity for future success.
Whenever a new refund is processed in PayPal, this Zap automatically sends a custom Microsoft Teams notification and creates detailed notes in Maximizer for the corresponding contact. Stay informed in real-time, enhance your customer relationships, and ensure that every refund event becomes an opportunity for future success.
- When this happens...Refunded Sale
Only refunded payments trigger this.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try It
Successful Sale
Only successfully completed payments trigger this (with line item support).
Try ItAll Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
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