With Zapier, you are able to automatically handle refunds in your Shopify store, and automatically notify Trackdesk of the change when a refund happens on an order.
In order to achieve this, we will create a Zap in Zapier to send information to Trackdesk when a refund occurs.
This Zap will consist of two parts - Trigger and Action.
Trigger
As a trigger, you will select the Shopify app and event "Updated Order" and continue to the next step.
Next, you will connect your Shopify account to the Zap.
Lastly, you will set a Trigger in the following way:
Once added, you can use "Test Trigger" and then "Continue with Selected Record".
Once this is done, you can move to the next section, Action.
Action
Click + sign in the Zap visual navigation to add a new Action.
You will select the Trackdesk app and the event "Change Conversion Status by External ID", and continue to the next step.
Now you will connect your Trackdesk account in the "Account" section by filling in your Tenant ID and API key. Both of these pieces of information can be copied from the Settings of your program.
Note that if you previously did the connection of conversions as described above in the guide, this step will be already completed, so you can just continue through this step.
Next you will fill out the Action itself. The following parameters are required:
Conversion Status - you will type in the value "CONVERSION_STATUS_REFUNDED" as shown in the picture below.
Conversion Type Code - You will select a conversion type that you are creating your conversions with, most likely this will be "sale" as shown in the picture below.
External ID - Select a variable "Order Number" from the Shopify step.
Revenue Origin ID - This information can be found on the bottom of the Settings page in your Trackdesk system.
After all the information are filled in, the step will look like this, only with a different value in the Revenue Origin ID field.
The last part is to go through a test, complete the step, and Publish the Zap.