1.Tag added event in Keap
Integrate Keap, CRM tagging, and refund workflows to detect a configured refund tag added.
Update payment plan status when refund tag is added
Automatically monitor configured refund tag additions across Keap. Update payment plan status and notify owners when refund tag added, refund tag applied, or configured refund tag activatesβso you can update plans, send owner alerts, and avoid manual follow-up.
How this automation updates your refunded payment plans
When a configured refund tag is added in Keap, delays can cause payment plan statuses to drift and create follow-up workload. This automation matches the tag to a linked payment plan and updates its status and notifies the assigned ownerβso your team can act on refunds faster.
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2.Delay for 5 minutes
Integrate Delay by Zapier and workflow timing tools to pause 5 minutes before processing the refund update.
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3.Find matching contact
Integrate Keap and contact lookup tools to find the matching Keap contact for the tagged record.
4.Continue only qualifying records
Integrate Filter by Zapier and record evaluation tools to proceed only when a linked plan exists and is not Refunded.
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5.Update payment plan status
Integrate HubSpot and custom object lookups to update the payment plan status property to Refunded.
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6.Send direct message to owner
Integrate Slack and finance notifications to DM the assigned owner with a note and customer link.
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