# Workflows use cases See example business scenarios you can automate with workflows. The following are example workflows you can create in the [Dashboard](https://dashboard.stripe.com/workflows): ## Personalize orders In the example workflow, you personalize your interactions with your top customers by including a handwritten note based on purchase amounts. 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: | | | | | **Trigger** | Payment intent succeeded. | | **Trigger condition** | If `amount` *is greater than* 1,000 **AND** `currency` *is equal to* USD | | **Action** | Email a team member. | ### Personalize orders in the Dashboard You can access the [Personalize orders workflow](https://dashboard.stripe.com/workflows/create?recipe=order_personalization) 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. Go to [Workflows](https://dashboard.stripe.com/workflows) in the Dashboard. 1. Click **+ New workflow** to open the Workflow Editor. 1. Click **Untitled workflow**, and enter a name for the workflow. 1. Click **Add a trigger** > **Payment intent succeeded**. 1. 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. 1. Click **Done**. 1. 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). | 1. (Optional) Click **Preview** to preview the email being sent to your team. 1. Click **Done**. 1. Click **Publish**. ## 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: | | | | | **Trigger** | Payment intent succeeded. | | **Trigger condition** | If `amount` *is greater than* 1,000 **AND** `currency` *is equal to* USD. | | **Action** | Email a team member. | | **Action** | Add a condition: If `amount` *is greater than* 2,000 **AND** `currency` *is equal to* USD. | | **Action** | Update the customer (flag internally as a VIP customer). | ### Tag customers in the Dashboard You can access the [Tag valuable customers workflow](https://dashboard.stripe.com/workflows/create?recipe=order_personalization) 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. Go to [Workflows](https://dashboard.stripe.com/workflows) in the Dashboard. 1. Click **+ New workflow** to open the Workflow Editor. 1. Click **Untitled workflow**, and enter a name for the workflow. 1. Click **Add a trigger** > **Payment intent succeeded**. 1. 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. 1. Click **Done**. 1. 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 uses a dynamic reference to the Customer ID from the payment). With dynamic references, any data included in the Payment intent succeeded trigger is automatically added to the email, so you don’t need to manually input it. | - Create your second field: | | | | | **My label** | Enter `Key`. | | **Value** | Click **+**, and select **Amount** (this is a dynamic reference to the `amount` from the payment). | 1. (Optional) Click **Preview** to preview the email being sent to your team. 1. Click **Done**. 1. Click the plus symbol (**+**) > **Add a branch**. 1. 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. 1. 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.” 1. Click **Done**. 1. For **In all other cases**, don’t add any action. This successfully ends the workflow. 1. Click **Publish**. ## Take action based on fraud warnings This workflow reacts to early fraud warnings, which is an event created by [Stripe Radar](https://docs.stripe.com/radar.md) 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: | | | | | **Trigger** | Early fraud warning created | | **Action** | Retrieve a charge. This action provides details about the charge that triggered the early fraud warning. Stripe uses a dynamic reference to the charge ID associated with the early fraud warning which provides the data Stripe needs to decide what action to take next. | | **Action** | Add a condition: - If condition is met (the `amount` from the charge *is less than* the dispute fee), then refund the charge. - If the condition isn’t met, the workflow sends an email to a team member to investigate further. | | **Action** | Create a refund. 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. | | **Action** | Email a team member. | 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](https://dashboard.stripe.com/workflows/create?recipe=fraud_warning_refund) 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. Go to [Workflows](https://dashboard.stripe.com/workflows) in the Dashboard. 1. Click **+Create workflow** to open the Workflow Editor. 1. Click **Untitled workflow**, and enter a name for the workflow. 1. Click **Choose a trigger** > **Early fraud warning created in Radar**. 1. Click the plus symbol (**+**) > **Add an action** > **Retrieve a charge**: 1. 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. 1. Click **Done**. 1. Click the plus symbol (**+**) > **Add an action**. 1. 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. 1. 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. 1. 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). | 1. Click **Publish**. ## See also - [Workflows](https://docs.stripe.com/workflows/define-workflows.md) - [Set up workflows](https://docs.stripe.com/workflows/set-up.md)