Purpose
1.2. Reduce manual intervention, errors, payment delays, customer complaints, and compliance risks.
1.3. Seamlessly connect POS, payment processors, communication channels, ticketing, and customer records for end-to-end visibility and resolution.
Trigger Conditions
2.2. Dispute filed with payment processor or via customer call/message.
2.3. Chargeback notification received.
2.4. Billing error flagged by reconciliation automation.
2.5. SLA breach or deadline-miss on refund/dispute ticket.
Platform Variants
• Feature: Webhook on refund/dispute event — configure webhook endpoint for “charge.refunded” and “dispute.created” events.
3.2. PayPal
• Feature: IPN handler for “Refunded”, “Reversed”, or “Dispute” notification types.
3.3. Square
• Feature: Refunds API, Webhooks for dispute.refunded and dispute.updated.
3.4. QuickBooks Online
• Setting: Custom workflow triggers on “Refund Issued” invoice/payment status.
3.5. Xero
• Setting: Watch for “Credit Note”/refund transactions and approval events via API.
3.6. Freshdesk
• Feature: Auto-ticket generation on refund keyword/tags via Dispatch’r rules.
3.7. Zendesk
• Feature: Trigger on ticket with subject/body containing “refund” or “dispute”.
3.8. HubSpot
• Setting: Workflow enrollment for contacts with refund/dispute activity.
3.9. Salesforce
• Setting: Process Builder trigger on opportunity status “Refund Requested” or “Disputed”.
3.10. Netsuite
• Feature: SuiteScript for transaction event hooks on refund and dispute records.
3.11. SAP Business One
• Setting: User-defined alerts for refund/dispute related journal entries.
3.12. Shopify
• Feature: Webhook for order_refund and disputes/create events.
3.13. WooCommerce
• Feature: Webhook/event for refund requested/processed, REST API endpoint.
3.14. Zoho Books
• Feature: Workflow on refund voucher creation or status change.
3.15. Microsoft Dynamics 365
• Setting: Flow or Power Automate trigger on payment refund record.
3.16. ServiceNow
• Feature: Incident/Request trigger when “Refund Required” tag detected.
3.17. Twilio SMS
• Setting: Incoming SMS with refund/dispute keywords triggers auto-reply or ticket.
3.18. Gmail
• Feature: Filter and forward for refund/dispute keyword emails.
3.19. Slack
• Feature: Slash command or message trigger #refunds or #disputes alerts to finance.
3.20. SendGrid
• Setting: Inbound email parse webhook for refund/dispute requests.
3.21. Jira Service Management
• Feature: Automation trigger for ticket creation/update with refund/dispute in summary.
Benefits
4.2. Fewer manual steps; consistency and reduced errors.
4.3. Immediate audit trail and compliance reporting.
4.4. Better partner/customer satisfaction.
4.5. Unified visibility for management and finance teams.