Centralize Refund and Dispute Management
Refund requests arrive in your inbox unpredictably. Without centralized tracking, you forget about them or respond inconsistently. Notis logs each refund request in Airtable so you handle disputes fairly and resolve them faster.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Refund requests scattered across email create inconsistent responses and customer frustration. You lose track of refund timelines and can't track refund patterns to improve product quality.
- Centralized refund and dispute tracking
- Consistent, fair handling of all requests
- Track refund reasons to identify product issues
- Faster resolution with automated follow-up
Setup
Build it in a few focused steps.
- 1Connect Gmail and Airtable to Notis.
- 2Create an automation: 'When I receive a refund or dispute email, create a record in Airtable with customer name, order ID, reason for refund, amount, date requested, and mark as pending resolution.'
- 3Set the trigger to 'New Gmail Message Received'.
- 4Have a test customer request a refund and verify it's logged in Airtable.
Questions about this workflow
How does Notis identify refund requests?
By keywords like 'refund,' 'dispute,' 'chargeback,' or 'return.' Refine the prompt if needed.
Can I track refund reasons to spot patterns?
Yes. Review the reason field in Airtable to identify common complaints or product issues.
Should I update the status when resolved?
Yes. Mark as 'approved,' 'denied,' or 'pending investigation' in Airtable to track resolution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Airtable. A trigger fires from one place; an action lands in another.
Gmail triggers
Airtable actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Not just Gmail and Airtable. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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