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Notis

Keep the customer profile close during refund follow-up

Refund conversations can involve several moving parts. Retrieve the booking profile details with the support notice so you can keep the customer context together while resolving the order.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get User

Tool to read a single user by ID from SuperSaaS. Use when you need to retrieve detailed information about a specific user.

Why this helps

Refund work often requires checking several tools, which can make an already sensitive customer interaction harder to track.

  • Reduce tool switching during refund review.
  • Keep customer identity visible while handling the order case.
  • Support a more organized follow-up process.

Setup

Build it in a few focused steps.

  • 1Connect Order Desk and SuperSaaS to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to look up booking profiles for refund-related support notices.
  • 3Write one plain-language instruction asking Notis to retrieve the specified SuperSaaS user by ID and summarize the relevant profile details for review.
  • 4Choose an incoming webhook trigger and a run-report channel.
  • 5Test with one known refund case and confirm the correct profile is retrieved.

Questions about this workflow

Does the workflow cancel a booking or refund an order?

No. The available action only retrieves a SuperSaaS user profile. Refund and booking changes are not included.

What should the webhook include?

Include the user identifier needed for lookup and enough context to identify the support case.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Order Desk to Supersaas. A trigger fires from one place; an action lands in another.

Order Desk triggers

Supersaas actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create User

Tool to create a new user in SuperSaaS. Use when you need to add a user to the account. The username is required; all other fields are optional. If a foreign_key is provided, SuperSaaS will use it instead of generating its own ID. Set duplicate='raise' to prevent creating duplicate users with the same foreign key.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete User

Tool to delete a SuperSaaS user by their ID. Use when you need to permanently remove a user from the system.

ActionInstant

Get User

Tool to read a single user by ID from SuperSaaS. Use when you need to retrieve detailed information about a specific user.

ActionInstant

List Field List

Tool to retrieve available fields on Schedule or User objects. Use when you need to discover what custom fields are configured for a schedule or user profile.

ActionInstant

List User Groups

Tool to retrieve all user groups defined in a SuperSaaS account. Use when you need to list groups for managing user access or organizing users.

ActionInstant

List Promotions

Tool to list all promotional coupon codes in the account or retrieve a single promotion by code. Use when you need to view available promotions or check details of a specific promotion code.

ActionInstant

List Schedules

Tool to retrieve all schedules in a SuperSaaS account with their IDs and names. Use when you need to list available schedules or get schedule IDs for other operations.

ActionInstant

List Form Definitions

Tool to retrieve all form definitions in a SuperSaaS account with their IDs and names. Use when you need to list available forms or get form IDs for other operations.

ActionInstant

Connect any two apps with Notis in the middle.

Order Desk and Supersaas, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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