1.Detect new refund request card
Integrate Pipefy and workflow automation tools to watch for new refund request cards and capture submitted payout fields to centralize refund bank data.
Add refund bank details to ledger and advance
Automatically capture refund request details across Pipefy and ledger spreadsheets. Create and update payout records when refund request cards are created or bank reference data is submitted or card IDs appear—so you can speed verification, reduce reconciliation, and keep audit trails without manual paperwork.
How this automation accelerates refund verification
When refund request data lands in a workflow inbox, delays can stall verification and create reconciliation work. This automation captures new cards, creates ledger rows, and moves cards to verification—so your team can confirm payouts faster.
Pipefyor swap with your favorite app
2.Create ledger spreadsheet row
Integrate Google Sheets and reporting tools to create a new spreadsheet row mapping bank reference, claimant name, timestamp, and card ID to record payout details.
Google Sheetsor swap with your favorite app
3.Move card to verification
Integrate Pipefy and spreadsheet referencing tools to move the refund card to verification phase and add a note linking the created row.
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Accelerate refund resolution with automated request intake, approval routing, and payment record updates
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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