1.Monitor new refund
Integrate Stripe and billing systems to detect new refunds and route qualifying cases to the next steps.
Create refund payment records and update subscription revenue
Automatically monitor new refund events across Stripe and Salesforce. Create and update refund payment records and subscription lifetime revenue, and notify billingβso you can reconcile refunds without manual reporting.
How this automation protects subscription revenue accuracy
When new qualifying refunds appear, delays can cause mismatched records and inaccurate subscription revenue. This automation filters refunds, finds related charge and subscription details, and creates payment records while updating lifetime revenue and notifying billingβso your team can close the loop on refunds.
Stripeor swap with your favorite app
2.Filters qualifying refunds
Integrate Filter by Zapier and metadata mapping to continue only for refunds that pass refund qualification rules.
Filter by Zapieror swap with your favorite app
3.Finds charge and subscription
Integrate Stripe and account lookup tools to find the related charge and subscription identifiers for each refund.
4.Finds matching subscriptions
Integrate Salesforce and CRM search to pull subscription records, including account id and current lifetime revenue.
Salesforceor swap with your favorite app
5.Calculates VAT and GBP period
Integrate Formatter by Zapier and conversion tools to compute VAT and net values and format the applicable period.
Formatter by Zapieror swap with your favorite app
6.Converts currency and rounds
Integrate Code by Zapier and currency conversion to convert to GBP and round refund and tax figures.
Code by Zapieror swap with your favorite app
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Accelerate refund resolution with automated request intake, approval routing, and payment record updates
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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