Enable Self-Service Returns with Forms

This step generates a web form with fields for return reason selection and captures the order ID automatically when customers access it. You'll configure the form header text, return reason options (like "Purchased the wrong item" or "Item was damaged"), and whether to allow custom reasons. The form securely captures the Shopify order ID in a hidden field and passes all submitted data to the subsequent workflow steps for processing.

This step automatically connects to your Shopify store and retrieves essential shop details like store name, email, and configuration settings. No manual configuration is required - the step runs automatically when the form is submitted. The retrieved shop data gets passed forward to personalize email signatures and internal notifications with your actual store name.

This step takes the order ID captured in the form and retrieves the full order record from Shopify, including customer contact details, order total, line items, and order date. The system automatically uses the order ID from the form submission to make this lookup. This comprehensive order data feeds into the spreadsheet tracking, customer email, and team notification steps that follow.

This step adds a new row to your specified Google Sheets spreadsheet with order name, creation date, total price, and return reason. You'll need to connect your Google Sheets account and specify which spreadsheet and worksheet to use for tracking returns. The system automatically maps the order data and form responses to the correct columns, creating an organized log of all return requests for analysis and follow-up.

This step composes and sends a personalized email to the customer using their email address from the order record. You can customize the subject line and email message, with the system automatically inserting the customer's name, order number, and store name. The default message acknowledges the return request and promises follow-up communication, helping maintain customer satisfaction during the return process.

This step sends a formatted message to your designated Slack channel or email with key return details including order number, order value, and return reason. You'll configure your Slack channel or email destination and can customize the message format. The notification includes all essential information your team needs to quickly assess and process the return request without having to look up additional details.