Chase missing receipts on large Ramp purchases
When a Ramp card purchase of $500 or more clears without a receipt, emails the cardholder, and tells finance in Slack if it's over $2,000.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1RampNew transaction triggerStarts when a purchase of $500 or more clears.
If
purchase.has_receiptis falseIf
purchase.cardholder_emailis not empty- 2GmailSendAsks the cardholder for the receipt.
- 2
If
purchase.amountis more than 2000- 3SlackSend messageFlags purchases over $2,000 to finance.
- 3
How it works
What happens on each run, in plain English.
Month-end goes faster when receipts are in. When a Ramp card purchase of $500 or more clears and still has no receipt, this emails the cardholder asking them to upload it. Purchases over $2,000 are also flagged to finance in Slack.
It waits for the purchase to clear, so people have time to add the receipt themselves first.
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