1.Detect refund status column updates
Integrate monday.com and automation triggers to watch for refunded status changes and to continue only for items with a refund date.
Create refund log rows from within 14 day requests
Automatically monitor monday.com board items for updated refund status column values across monday.com. Create and update when refund status flips, refund date appears, or within 14 day flag setsβso you can add ledger rows, pull deal amounts, and record owner emails without manual reconciliation.
How this automation creates refund ledger rows for finance
When refund status updates and a within-14-day request is marked, reconciliation can lag and approvals get missed. This automation filters records, looks up deal and owner details, and creates ledger rowsβso your finance team can reconcile faster.
monday.comor swap with your favorite app
2.Filter qualifying within-14-day refunds
Integrate Filter by Zapier and rule logic to check refunded status and within-14-day flags to prevent unrelated updates.
Filter by Zapieror swap with your favorite app
3.Find matching deal by ID
Integrate HubSpot and CRM lookup tools to retrieve deal amount details to identify the correct deal for logging.
HubSpotor swap with your favorite app
4.Find owner email for logging
Integrate HubSpot and contact lookup tools to return the owner contact email to populate the refund ledger.
5.Append a row to refund ledger
Integrate Google Sheets and spreadsheet ledgers to create a new worksheet row to capture refund date, references, amount, and owner email.
Google Sheetsor swap with your favorite app
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