Who This Is For / When to Use
Use this trigger if you want to automate internal or customer-facing actions whenever a refund is processed, such as sending confirmation emails, logging refund data, or alerting your finance team.
What the Refund Trigger Does
The Refund trigger adds a contact to a workflow when a refund event matches your selected conditions.
You can filter refunds by type, status, source, or amount to precisely control when automation runs.
Available Refund Filters
You can trigger workflows using the following refund-related fields:
Type (Full or Partial)
Status (Success or Failed)
Source (for example, Payment Link)
Amount (specific refund values)
Each filter narrows when the workflow will activate.
How to Set Up the Refund Trigger
Step 1: Open the Workflow Builder
Go to Automation > Workflows.
Click Create Workflow or open an existing workflow to edit.
Step 2: Add the Refund Trigger
Click Add New Trigger.
Select Refund from the trigger list (you can use search).
Optionally rename the trigger for clarity.
Step 3: Configure Refund Filters
Under Filters, select the refund conditions that should trigger the workflow.
Choose one or more of the following:
Type → Full or Partial
Status → Success or Failed
Source → for example, Payment Link
Amount → Equals a specific value
Add or remove filters as needed for precision.
Step 4: Save the Trigger
Click Save Trigger to confirm your setup.
Using Refund Data in Workflow Actions
Refund-specific values are available inside workflow actions such as emails and conditionals.
You can reference fields like:
Refund Amount
Refund Status
Refund Type
Transaction ID
Refund ID
Currency Code and Symbol
This allows you to personalize communication and apply logic based on refund details.
Save, Publish, and Test
Click Save in the top-right corner.
Toggle the workflow from Draft to Publish when ready.
Use Test Workflow to confirm the trigger fires correctly before going live.
Example Use Case
Scenario:
A customer receives a successful full refund from a payment link.
Trigger Setup:
Trigger: Refund
Type: Full
Status: Success
Source: Payment Link
Action:
Send a confirmation email that includes the refund amount and transaction ID.
Common Issues and Fixes
Workflow does not trigger
Confirm the workflow is published.
Verify the refund status matches the selected filter exactly.
Check that amount filters are not too restrictive.
Workflow triggers unexpectedly
Review filters to ensure multiple conditions are not overlapping.
Confirm the refund source is correct.
FAQ
What is the Refund trigger?
It is a workflow trigger that runs when a refund event occurs and matches defined conditions.
Can I trigger workflows for partial refunds only?
Yes. Use the Type filter and select Partial.
Can I automate actions for failed refunds?
Yes. Set the Status filter to Failed.
Can refund details be used in emails?
Yes. Refund values such as amount, status, and IDs are available as custom fields inside workflow actions.
Is there a limit to the number of Refund triggers I can use?
No. You can add multiple Refund triggers across workflows as needed.