Create draft payments for refund requests received by customers and notify your team for review
Apps used in template
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Retrieve refund requests for orders (with bank transfer payments) and create a Revolut draft payment to initiate the refund back to the customer's bank account. Notify a member of your team to approve the refund request and initiate the payment transfer.
The setup of the template assumes you have your customer's order data stored in a Google Sheets sheet. Your sheet has to include these columns: First name and Last name of the customer, Order ID, Amount and payment details.
The Typeform form has to include the Order ID question.
To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Appends a new row to the bottom of the table.
Adds a new sheet.
Clears a specified range of values from a spreadsheet.
Cleares a specific cell.
Clears values from a specific row.
Copies a sheet to another spreadsheet.
Creates a draft payment.
Creates a form.
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