1.Catch Raw Hook
Integrate Webhooks by Zapier and webhook processors to receive the raw refund payload and pass the raw body into the workflow.
Create refund records and email ops with CSV
Automatically capture refund webhook payloads across Webhooks by Zapier and Code by Zapier. Create and update when webhook delivers refund or payout details appear or refunds qualify by ageβso you can store refund records, generate payout CSVs, and email operators without manual reconciliation.
How this automation accelerates refund review
When refund webhook payloads arrive without structured records, triage slows and payout processing stalls. This automation parses payout details, creates a payout CSV, emails operators, and creates refund recordsβso your team can review and triage faster.
Webhooks by Zapieror swap with your favorite app
2.Run script to parse payload
Integrate Code by Zapier and data parsing tools to parse the raw JSON payload and extract payout fields and policy dates.
Code by Zapieror swap with your favorite app
3.Create CSV file for payout
Integrate EasyCSV and spreadsheet mapping tools to map parsed payout fields to CSV columns and create a temporary CSV file.
EasyCSVor swap with your favorite app
4.Send operator email with CSV
Integrate Gmail and email delivery tools to send the CSV link to the configured operator and include payment reference details.
Gmailor swap with your favorite app
5.Create refund record in table
Integrate Zapier Tables and reporting tables to create a new refund record and map parsed fields for finance triage.
Zapier Tablesor 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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