1.Receives new refund event
Integrate Stripe and event parsing to capture refund event data to map refund amount and charge or transaction id.
Update payment record and notify team on refund
Automatically capture refund events and map refund amounts across Stripe and billing tools. Send alerts and update records when refunds are issued, refund amounts are received, or refund event data is capturedβso you can adjust refunded totals, update payment records, and send refund alerts without manual reconciliation.
How this automation protects refund accuracy
When new refunds keep landing in Stripe without being reconciled, refund totals can be wrong and customer notifications can lag. This automation monitors refund events, transforms amounts, updates payment records, and sends Slack and SendGrid messagesβso your team can resolve issues fast.
Stripeor swap with your favorite app
2.Transforms refund amount sign
Integrate Formatter by Zapier and data mapping to convert incoming refund amounts to the required sign for totals.
Formatter by Zapieror swap with your favorite app
3.Finds payment record by charge id
Integrate Airtable and record search to look up the payments table by charge or transaction id and fetch existing totals.
Airtableor swap with your favorite app
4.Calculates updated refunded total
Integrate Formatter by Zapier and numeric operations to default missing totals to zero and add the prepared refund amount.
5.Updates refunded total in payment record
Integrate Airtable and data updates to write the computed refunded total back to the matching payment record.
6.Sends billing channel message
Integrate Slack and team notifications to post a concise refund message to the configured billing channel.
Slackor swap with your favorite app
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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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