Flow Automation: Triggering Workflows When an Order Is Refunded
When an order is refunded, you can use the Order Is Refunded trigger in Flow Automation to automatically perform actions such as tagging customers, sending email notifications, or updating counters, helping streamline your post-sales operations.
Supported Actions
The Order Is Refunded trigger can be used with the following actions. Click each action to view its detailed setup instructions:
- [Customer] Update Customer Note
- [General] Send Email Notification
- [Customer] Add Customer Tag
- [General] Update Counter
- [General] Loop Operation
Testing the Workflow
Follow the steps below to test whether the refund trigger successfully starts the workflow:
- From your SHOPLINE admin panel, go to Orders and click Create order to create a test order.
- Open the order you just created. On the order details page, click Actions > Cancel order. This will generate a refund record.
- Check if your Flow Automation workflow runs as expected.
Example Use Case
Here’s a real-world example of using the Order Is Refunded trigger—tagging customers when an order is refunded. When an order is refunded, the system automatically tags the customer (e.g., with [refund]) to support customer segmentation and management.
- Trigger: Order is refunded
- Action: Add customer tag
Available Templates
Below are workflow templates that use the "Order Is Refunded" trigger. Click any template to view details or apply it directly:
- Tag customers when an order is refunded: When an order is refunded, automatically tag the customer with [refund].
- Tag customers who frequently request refunds: Each refund increases a refund counter for the customer. When the refund count reaches a preset threshold, automatically add a [frequent returner] tag to the customer.
- Notify staff of high-value order refunds: If the refund amount exceeds a defined threshold, the system sends an email notification to internal staff for follow-up.