1.Runs custom query for new bookings
Integrate MySQL and database queries to run a custom query for refunded or cancelled Wallet bookings and extract booking fields.
Open refund triage ticket for Wallet booking cancellations
Automatically detect refunded and cancelled Wallet bookings across MySQL and Kustomer. Create and update finance-ready conversations when wallet booking refunds, wallet booking cancellations, or refund statuses change β so you can route triage fast, attach review notes, and minimize manual follow-up.
How this automation accelerates finance triage tickets
When a new MySQL row reports a refunded or cancelled Wallet booking, delays can stall the support handoff to finance. This automation runs a booking query, finds the customer, and creates an open conversation with a refund noteβso your team can triage faster.
MySQLor swap with your favorite app
2.Finds matching customer records
Integrate Kustomer and customer lookup mapping to find the customer by phone or email so you can proceed to conversation creation.
Kustomeror swap with your favorite app
3.Creates an open support conversation
Integrate Kustomer and ticket routing rules to create a conversation with an open triage status and configured ownership.
4.Creates a finance review note
Integrate Kustomer and support conversation records to attach a note with booking details, partner info, and refund amount for finance.
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