Skip to main content
This example walks you through building a refund workflow that uses a Condition step to handle full refunds and partial refunds differently. By branching early in the workflow, you can apply separate logic, routing, or notification content depending on the refund type.

​
When to use this workflow

Use this pattern when:
  • You need to distinguish between full and partial refunds and handle them with different logic.
  • You want to send different notification content depending on the refund type (for example, a confirmation message for full refunds and a remaining-balance message for partial refunds).
  • You want to apply different validation or routing rules based on the refund amount.

​
What you will build

A workflow that:
  1. Receives a refund request (Start Refund trigger).
  2. Evaluates whether the refund is a full refund or a partial refund (Condition step).
  3. Processes the refund on each branch (Refund step).
  4. Sends a notification on every terminal path so your integration always receives a response.

​
Workflow diagram

Where C = Completed, P = Paused, Req = Requested, U = Updated, and N = Notify.

​
Step-by-step instructions

​
Step 1: Create the workflow

  1. Navigate to Workflow Studio in the admin portal sidebar.
  2. Click Create Workflow.
  3. Select Start Refund from the trigger dropdown.
  4. Name the workflow something descriptive, such as “Conditional Refund”.
  5. Click Create.
The Start Refund trigger step appears on the canvas.

​
Step 2: Add the Condition step

  1. Click the Add step button on the canvas.
  2. Under Actions, select Condition.
  3. Draw a connection line from the Start Refund trigger to the Condition step.
  4. Click on the Condition step to open its settings panel.
  5. Give the step a descriptive name, such as “Check Refund Type”.

​
Step 3: Configure the condition branches

In the Condition step settings panel, define the branches that distinguish full refunds from partial refunds. Add the “Full Refund” branch:
  1. Click Add Condition in the settings panel.
  2. Name the branch “Full Refund”.
  3. Define the rule:
    • Select the refund amount field from the dropdown.
    • Choose the equals operator.
    • Set the value to the original captured amount field.
This branch matches when the refund amount equals the full captured amount. Default branch: The Default branch automatically catches any refund that does not match the “Full Refund” condition — in this case, partial refunds. You do not need to configure any rules for it; it is always present.
Give your Default branch a clear purpose. In this workflow, the Default branch represents partial refunds. You can add a note or label to make this intent clear on the canvas.

​
Step 4: Add the Refund step on the Full Refund branch

  1. Click Add step and select Refund from the actions menu.
  2. Draw a connection line from the Full Refund branch on the Condition step to this Refund step.
  3. Click on the Refund step to open its settings panel and review any available settings.

​
Step 5: Add the Refund step on the Default branch

  1. Add another Refund step to the canvas.
  2. Draw a connection line from the Default branch on the Condition step to this second Refund step.
  3. Open its settings panel and review the settings. You can configure different settings for partial refunds if needed.

​
Step 6: Add Notify steps on all outcomes

Each Refund step produces four outcomes: Completed, Paused, Requested, and Updated. Every outcome on both Refund steps needs a Notify step. For the Full Refund path:
  1. Add a Notify step and connect it to the Completed outcome. Configure the notification to confirm the full refund was processed.
  2. Add a Notify step for the Paused outcome. Configure it to indicate the refund is paused.
  3. Add a Notify step for the Requested outcome. Configure it to indicate the refund is pending.
  4. Add a Notify step for the Updated outcome. Configure it to indicate a status update was received.
For the Default (partial refund) path:
  1. Add a Notify step and connect it to the Completed outcome. Configure the notification to confirm the partial refund was processed and include the remaining balance if relevant.
  2. Add a Notify step for the Paused outcome.
  3. Add a Notify step for the Requested outcome.
  4. Add a Notify step for the Updated outcome.
You can tailor the notification content on each branch. For example, the Full Refund Completed notification might say “Full refund processed,” while the partial refund Completed notification might say “Partial refund processed — remaining balance available for further refunds.”

​
Step 7: Review and save

Verify your workflow:
  • The Start Refund trigger is connected to the Condition step.
  • The Condition step has a Full Refund branch and a Default branch.
  • Each branch leads to its own Refund step.
  • All four outcomes (Completed, Paused, Requested, Updated) on each Refund step connect to a Notify step.
  • Every path through the workflow ends with a Notify step.
Click Save to save the workflow. When you are ready, activate it to make it live.

​
Understanding the outcome paths

​
Best practices

  • Use descriptive branch names. Naming your condition branch “Full Refund” (rather than something generic like “Branch 1”) makes the workflow immediately readable for anyone reviewing it.
  • Always handle the Default branch. Even if you expect most refunds to match your custom condition, the Default branch catches everything else. Never leave it disconnected.
  • Customize notification content per branch. The main benefit of conditional branching is that you can send different, more specific information to your integration based on the refund type.
  • Keep conditions simple. A single condition comparing the refund amount to the captured amount is sufficient for this use case. If you need more complex logic (such as routing by currency or payment method), consider adding additional condition branches or chaining multiple Condition steps.

​
Next steps

Last modified on October 1, 2026