Automate Workflows with Subscription and Refund Triggers

Kick off automated workflows the moment something happens on a subscription or a refund, instead of manually checking payment activity and reacting after the fact.

Subscription trigger

Fires on subscription lifecycle events — creation, moving from trial to active, or cancellation. You can filter which events start the workflow by subscription status and by which product is involved, so you can build different automations for different plans.

Refund trigger

Fires when a refund happens. You can branch your workflow logic based on:

• Whether the refund succeeded or failed
• Whether it was a full or partial refund
• The refund amount or its source

Setting one up

1. Create a new workflow.
2. Choose either the Subscription trigger or the Refund trigger as your starting point.
3. Add condition branches based on the status, product, or refund details you want to react to.
4. Add your automation actions — for example, sending a win-back email when a subscription is cancelled, or notifying your team when a large refund is processed.

Provider support

Both triggers work with Stripe, Authorize.net, and NMI. PayPal currently only supports the subscription-creation event — full trigger support for PayPal refunds and other subscription events is expected later.