What this workflow does
Triages payment issues — declined card / wrong charge / refund / invoice / general — and routes accordingly.
Handle payment failures, declined cards, and billing disputes. Verify customer identity, check payment status, and route to billing team.
Triages payment issues — declined card / wrong charge / refund / invoice / general — and routes accordingly.
You take card payments and want to streamline billing tickets.
Payment Trigger
payment_issue, account_ref
Payment Help · Issue Type · Order/Account · Billing Team · AI Self-Service · Billing Ticket
No external commerce platform is required.
Read-only preview
This simplified layout represents the template’s real nodes and connections. It is not the full executable editor.
Trigger
keyword match
Next step: Payment Help
Action
static message
Next step: Issue Type
Action
collect input
Next step: Order/Account
Action
collect input
Next step: Needs Human?
Condition
if else
Next step: Billing Team · AI Self-Service
Action
human handoff
Next step: Billing Ticket
Action
ai reply
Action
create ticket
Node configuration, credentials, internal endpoints, and secrets are intentionally not shown.
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