1.Monitors new reclaim submission
Integrate Formidable Forms and intake forms to capture reclaim submission fields for review and matching.
Send reclaim alerts for disputed commissions to finance
Automatically monitor new reclaim form entries across Formidable Forms and your payments table in Zapier Tables. Send refund and investigation emails via SMTP by Zapier when invoice reference lookups match or dunning levels qualify or records are missingβso you can speed refunds, flag mismatches, and stop manual triage.
How this automation alerts finance about disputed commissions
When disputed commissions arrive without a fast payment lookup, refund timelines slip and mismatches can go unnoticed. This automation validates reclaims by checking payments records and dunning level, then sends refund requests or investigation alertsβso your team can take action quickly.
Formidable Formsor swap with your favorite app
2.Finds payment record by invoice reference
Integrate Zapier Tables and payments records to find the matching invoice reference and dunning context.
Zapier Tablesor swap with your favorite app
3.Routes eligible refunds or mismatches
Integrate Filter by Zapier and rules logic to check dunning level and decide the refund or investigation path.
Filter by Zapieror swap with your favorite app
4.Sends refund or investigation emails
Integrate SMTP by Zapier and email delivery to send refund requests for eligible matches or investigation alerts for mismatches.
SMTP by Zapieror swap with your favorite app
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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