Refund customers after finance approves
Asks your finance manager to approve each refund request in a sheet, then refunds the payment in Stripe and marks the row.
Apps it connects
Authenticate each one once and the workflow is ready to run.
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.
- 1Google SheetsNew row triggerStarts when a refund request row is added to the Refunds tab.
If
decision.approved- 2StripeRefund paymentRefunds the payment named in the row, only after finance approves.
- 2
- 3Google SheetsUpdate rowSets the row's Status to Refunded or Declined.
How it works
What happens on each run, in plain English.
Refunds should not be one click away from anyone with the Stripe login. When a row is added to your Refunds tab, your finance manager is asked to approve it first.
If they approve, the payment is refunded in Stripe for the amount in the row and the row's Status becomes Refunded; if they decline, it becomes Declined and nothing is refunded. Your tab needs columns named Customer email, Payment ID, Amount and Reason, where Payment ID is the Stripe payment's id and Amount is in dollars.
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