1.Captures form submission details
Integrate Zapier Forms and form data to capture bank-detail submission data and expose a submission ID for mapping.
Update refund request record with submitted bank details
Automatically capture refund bank-detail form submissions across Zapier Forms and Zapier Tables. Create and update when bank details submit or submission IDs matchβso you can update refund records, store submission IDs, and write payment fields without manual lookup.
How this automation updates refund request records
When form submissions get created, delays can slow payouts and increase manual work for finance. This automation finds matching refund requests and updates records with bank and payment fieldsβso your team can complete payouts without manual lookup.
Zapier Formsor swap with your favorite app
2.Finds matching refund request record
Integrate Zapier Tables and database lookup tools to find the refund request record by a dedupe key and return its ID.
Zapier Tablesor swap with your favorite app
3.Updates refund request with bank details
Integrate Zapier Tables and payment fields to update the refund record with bank details and store the submission ID note.
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