1.Detects a new refund
Integrate Stripe and payment context tools to trigger on a new refund and start the refund to trip processing workflow.
Create credit notes from payment refunds for trip bookings
Automatically monitor new refund events in Stripe across Stripe and Xero. Create and reconcile authorized credit notes when succeeded refunds appear, when trip references are parsed, or when refunds qualifyβso you can post correct tax entries, match trips to accounting, and avoid manual reconciliation paperwork without manual reporting.
How this automation creates reconciled credit notes from refunds
When refund events land in Stripe, delays can leave accounting mismatched to trip context. This automation filters qualifying refunds, parses trip identifiers, and posts authorized Xero credit notes and contactsβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Filters refunds by conditions
Integrate Filter by Zapier and rules logic to continue only for succeeded refunds and exclude configured trip reference codes.
Filter by Zapieror swap with your favorite app
3.Parses charge description tokens
Integrate Formatter by Zapier and parsing tools to extract PNR or trip alias and map description into trip identifiers.
Formatter by Zapieror swap with your favorite app
4.Finds or creates a contact
Integrate Xero and contact mapping tools to search for the trip alias or contact name and create when missing.
Xeroor swap with your favorite app
5.Creates the credit note
Integrate Xero and tax mapping tools to create a credit note with date, amount, description, number, and tax type.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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