Refundme.io and Salesflare
How to connect Refundme.io
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When new Payment in Refundme.io, create opportunity, then find or create contact in Salesflare.
About Refundme.io
Refundme.io's standardised technology and processes increase speed, volume, security and efficiency of refunds and payments.
Refundme.io operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Claim — Triggers when a new claim is submitted to the platform.
- New Payment — Triggers when a new payment is made.
Actions (1)
Things Salesflare can make it do
- Create Claim — Creates a new claim
Searches (2)
Look up existing records
- Find Claim — Finds a claim with specfied query parameters
- Find Payment — Find payment with the specified query parameters
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