Workflows · 1 min read
Automate with Subscription and Refund Triggers
Subscription and refund triggers start a workflow when something happens with a customer's billing.
Subscription trigger
Starts a workflow when a subscription is created, activated, canceled, or updated. Use it to:
- Welcome new subscribers
- Grant or remove access
- Send a win-back message when someone cancels
- Alert your team about changes
Refund trigger
Starts a workflow when a refund is processed, whether it succeeds or fails. Use it to:
- Confirm the refund with the customer
- Remove course or community access
- Notify your finance team when a refund fails
Set it up
- Go to Automation > Workflows and create a workflow.
- Add the Subscription or Refund trigger.
- Add filters, such as product, provider, or status.
- Add your actions and publish.
These triggers work with your connected payment providers.