With Zapier you are able to automatically handle refunds in your Shopify store, automatically notifying Trackdesk with the change of a refund happening 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 Shopify app and event Updated Order and continue to the next step.
Next, you will connect your Shopify account for 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 Trackdesk app and event Change Conversion Status by External ID, and continue to the next step.
Now you will connect your Trackdesk account in section account, by filling your Tenant ID and API key, both of these two information can be copied in Settings of your program.
Note that if you previously did the connection of conversions above in the guide, this step will be already completed, so you can just continue through this step.
Next you will fill the Action itself, following parameters are required to fill.
Conversion status - you will type in value CONVERSION_STATUS_REFUNDED as on 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 on 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 the step will look like this, only with different value in Revenue origin ID field.
Last part needed is to go through a test, complete the step and Publish the Zap.
