Workflows use casesPublic preview

The following are example workflows you can create in the Dashboard:

Personalize orders

In the example workflow, you personalize your interaction with your customers by including a handwritten note based on purchase amounts, to help improve customer satisfaction and loyalty. If a successful purchase exceeds 1000 USD, we send an email to a team member to include a handwritten note with the purchase.

For example:

Personalize orders in the Dashboard

You can access the Personalize orders workflow in the Dashboard. You can edit and customize it and save it as a new workflow. You can always access this original workflow if needed.

Set up a workflow that personalizes orders

1. Navigate to Workflows in the Dashboard.

2. Click + New workflow to open the Workflow Editor.

3. Click Untitled workflow, and enter a name for the workflow.

4. Click Add a trigger > Payment intent succeeded.

5. Under Trigger conditions:

   • Select Amount (this is a dynamic reference to the amount from the payment).
   • Select is greater than.
   • Enter 1,000. The currency is automatically set to the location of your business.

6. Click Done.

7. Click + > Add action > Email team member.

   • To: Enter the team member who receives the email.
   • Body: Instruct the team member to add a handwritten thank you note before shipping.
   • Append body: Add additional details about the payment to the email.
     • Create your first field:
       • My label: Enter Key.
       • Value: Click +, and select Customer ID(this is a dynamic reference to the Customer ID from the payment).
     • Create your second field:
       • My label: Enter Key.
       • Value: Click the plus symbol (+), and select Amount (this is a dynamic reference to the amount from the payment).

8. (Optional) Click Preview to preview the email being sent to your team.

9. Click Done.

10. Click Activate.

Tag valuable customers

In this example workflow, you can tag a customer based on their purchase history. This workflow automatically creates an internal customer tag based on spend, helping your team recognize and prioritize high-value customers. You can also use this as a standalone workflow.

For example, if a successful purchase exceeds 1,000 USD, you can send an email to a team member to include a handwritten note with the purchase. When the purchase exceeds 2,000 USD, the workflow tags the customer as VIP so that anyone in your business, such as support agents handling a ticket, can see it and provide additional support.

For example:

Tag customers in the Dashboard

You can access the Tag valuable customers workflow in the Dashboard. You can edit and customize it and save it as a new workflow. You can always access this original workflow if needed.

Set up a workflow to tag valuable customers

1. Navigate to Workflows in the Dashboard.

2. Click + New workflow to open the Workflow Editor.

3. Click Untitled workflow, and enter a name for the workflow.

4. Click Add a trigger > Payment intent succeeded.

5. Under Trigger conditions:

   • Select Amount (this is a dynamic reference to amount from the payment).
   • Select is greater than.
   • Enter “1,000.” The currency is automatically set to the location of your business.

6. Click Done.

7. Click + > Add action > Email team member:

   • To: Enter the team member who receives the email.
   • Body: Instruct the team member to add a handwritten thank you note before shipping.
   • Append body: Add additional details about the payment to the email.
     • Create your first field:
       • My label: Enter “Key.”
       • Value: Click + select Customer ID (this is a dynamic reference to the Customer ID from payment). Using dynamic references means that whatever data included in Payment intent succeeded trigger, is automatically included in the email without you needing to do any manual intervention.
     • Create your second field:
       • My label, enter “Key.”
       • Value: Click + , and select Amount (this is a dynamic reference to the amount from the payment).

8. (Optional) Click Preview to preview the email being sent to your team.

9. Click Done.

10. For Step 2, click +, Add a branch.

11. Click If these conditions are met:

    • For Select field, click Amount (this is a dynamic reference to the amount from the payment).
    • Select is greater than.
    • Enter “2,000” as the amount. The currency is automatically set to the location of your business.

12. Click Do this > Add action > Update a customer:

    • Customer ID: Click +, and select Customer ID (the dynamic reference to the Customer ID from the payment intent succeeded trigger).
    • Metadata: For the Key, enter “Tier”, and for the Value enter “VIP.”

13. Click Done.

14. For In all other cases, don’t add any action. This successfully ends the workflow.

15. Click Activate.

Take action based on fraud warnings

This workflow reacts to early fraud warnings, which is an event created by Stripe Radar that typically occurs before a customer starts a formal dispute. By automating actions in response to these warnings, you can address potential fraud before it escalates into a dispute, to help you avoid dispute fees and prevent an increase in your dispute rate.

For example:

This workflow proactively handles early fraud warnings by determining whether to automatically issue a refund, if the amount is less than the dispute fee. If it’s not, escalate the case to a team member for further review. This can help prevent disputes, reduce fees, and mitigate potential fraud risks.

Take action based on fraud warnings in the Dashboard

You can access the Take action based on fraud warnings workflow in the Dashboard. You can edit and customize it and save it as a new workflow. You can always access this original workflow if needed.

Set up a workflow to automate fraud warnings

1. Navigate to Workflows in the Dashboard.

2. Click + New Automation to open the Workflow Editor.

3. Click Untitled Automation, and enter a name for the workflow.

4. Click Choose a trigger > Early fraud warning created in Radar.

5. For step 1, click the plus symbol (+) > Add an action > Retrieve a charge:

   • Charge ID: Click the plus symbol (+) > Charge ID. Stripe uses a dynamic reference to the charge ID associated with the early fraud warning, which provides the data the workflow needs to decide what action to take next.

6. Click Done.

7. For step 2, click the plus symbol (+) > Add an action

8. Click If these conditions are met:

   • Select Amount (the dynamic reference to amount from the Charge ID).
   • Select is less than.
   • Enter “15” as the amount. The currency is automatically set to the location of your business. This example business is in the US, so the dispute fee is 15 USD.
   • Click Done. This means if the amount from the charge is less than the dispute fee, the workflow refunds the charge.

9. Click Do this > Add action > Create a refund:

   • Amount:This dynamically renders from the fraud warning that triggered this workflow.
   • Charge: This dynamically renders from the fraud warning that triggered this workflow.
   • Currency: This dynamically renders from the fraud warning that triggered this workflow.
   • Customer ID: This dynamically renders from the fraud warning that triggered this workflow.
   • Instructions email: You can customize this as needed.
   • Metadata: You can customize this as needed.
   • Origin: You can customize this as needed.
   • Reason: This already populates as unspecified.

   This action refunds the charge by using a dynamic reference for the amount and the charge ID associated with the early fraud warning that started this workflow. This makes sure you refund the amount of the charge.

10. Click In all other cases > Add an action > Email team member:

    • To: Enter the team member who receives the email.

    • Body: Instruct the team member to add a handwritten thank you note before shipping.

    • Append body (add additional details about the early fraud warning charge to the email):

      • Create your first field:
        • My label: Enter “Key.”
        • Value: Click the plus symbol (+), and select Charge ID (this is a dynamic reference to the Charge ID from the Early fraud warning).
      • Create your second field:
        • My label: Enter “Key.”
        • Value: Click the plus symbol (+), and select Amount (this is a dynamic reference to amount from the charge).

11. Click Activate.