Capture Customer Refund Details in Google Sheets
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Keep your team in the loop by automatically sending refund and customer details to Google Sheets. When a refund is issued in Mantle, this workflow adds all the key information, like the customer’s name, email, and refund amount, as a new row in your Google Sheet. It’s an easy way to give your support and finance teams real-time visibility, track trends, spot issues, and follow up when needed.
Frequently asked questions:
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
Customer refunded
The workflow triggers when a customer receives a refund in Mantle.
Retrieve customer
Pulls customer details (name, email, etc.) using the refunded customer's ID.
Add row to Google Sheets
Adds customer and refund info to a designated Google Sheet.
Capture Customer Refund Details in Google Sheets
100% customizable. No code required.
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