Workflow · Finance
Refund requested → approval task
A refund waiting for approval becomes an urgent task so the customer is not kept waiting.
2 steps · 2 apps- TriggerA refund was asked for and waits for approvalFinance
- 1ActionCreate a taskTasks
- DoneLogged in the run history
How it works
2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Finance
A refund was asked for and waits for approval
The flow starts the moment this happens in Finance — nobody needs to press a button.
- 2
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
Apps it uses
- Finance
- Tasks
To run it
- Modules switched on: Finance, Era
- Picking it in Era and looking it over once
Similar templates
Start with Refund requested → approval task
Runs on your own Claude or ChatGPT subscription, or your API key.