Automating payment-related events helps you respond instantly to customer actions without manual effort. Subscription and Refund triggers allow you to build smarter workflows based on billing activity—such as when a subscription starts, cancels, or when a refund is processed. This ensures timely communication, better tracking, and improved customer experience.

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What Are Subscription & Refund Triggers?


These triggers allow workflows to start automatically based on payment-related events.

  • Subscription Trigger: Starts a workflow when a subscription is created, activated, cancelled, or updated.

  • Refund Trigger: Starts a workflow when a refund is processed, whether successful or failed.


These triggers help automate follow-ups, notifications, and internal processes tied to billing events.

Key Benefits

  • Automated Communication: Instantly notify customers or teams about subscription or refund events

  • Better Customer Experience: Send timely confirmations, updates, or follow-ups

  • Accurate Tracking: Monitor payment events without manual checks

  • Flexible Automation: Use filters and conditions to trigger workflows only when needed

  • Personalization: Insert dynamic values like amounts, IDs, and statuses into messages

Subscription Trigger


Subscription triggers allow workflows to react to changes in subscription lifecycle events.


Common Use Cases

  • Send a welcome message when a subscription starts

  • Notify your team when a trial converts to active

  • Trigger a feedback request when a subscription is cancelled


This screen shows how to start by creating or opening a workflow where the trigger will be added.

→ Click Create Workflow to begin setting up automation.



This screen shows the workflow builder with the option to add a trigger.

→ Click Add New Trigger to select a subscription-based trigger.



This screen shows subscription trigger configuration and filters.

→ Select conditions like Status (Active, Cancelled, Trial, etc.) or specific products to control when the workflow runs.

Additional Capabilities

  • Filter by subscription status (e.g., Active, Cancelled)

  • Filter by specific products

  • Use dynamic values such as:

    • Subscription ID

    • Total Amount

    • Discount

    • Tax Amount

    • Subscription Status

Refund Trigger


Refund triggers allow workflows to react whenever a refund is processed.


Common Use Cases

  • Send refund confirmation emails

  • Notify internal teams of refund success or failure

  • Trigger workflows for partial or full refunds


This screen shows refund trigger configuration with filters.

→ Select conditions like Refund Type (Full/Partial), Status (Success/Failed), and Source to control automation.

Additional Capabilities

  • Filter by refund conditions:

    • Refund Status (Success, Failed)

    • Refund Type (Full, Partial)

    • Refund Source (Order, Subscription, Payment Link)

  • Use dynamic values such as:

    • Refund ID

    • Transaction ID

    • Refund Amount

    • Refund Status

Integration Compatibility


These triggers work with supported payment integrations.

  • Full support: Stripe, Authorize.net, NMI

  • Limited support: PayPal (subscription creation only)

Frequently Asked Questions


Q: What events can trigger these workflows?

You can trigger workflows for subscription creation, activation, cancellation, and refund events.


Q: Can I trigger workflows for failed refunds?

Yes. You can use filters to trigger workflows for both successful and failed refunds.


Q: Can I personalize messages using payment data?

Yes. You can insert dynamic values like subscription status, refund amount, and transaction ID into your workflows.


Q: Are these triggers available for all payment providers?

Most major providers are supported. Some providers may have limited functionality depending on the event type.

Need Help?


If you need assistance setting up triggers or workflows, contact support or explore additional help resources available in your account.