# Subscription & Refund trigger for payments

> With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the…

- Source: https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/subscription-refund-trigger-for-payments
- Section: Payments / Orders, Subscriptions, and Transactions
- Reading time: 1 min
- Images: 4, each explained below
- Modified on Thu, 11 Apr, 2024 at 1:20 AM

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With additional triggers around payments, business users have more control over automations built around lead conversion processes.  
Along with the current support for Payment Received, Order Submitted trigger and Invoice trigger, we have added the support for 2 new additional triggers

**1\. Subscription Trigger**

Allows to automate processes around the status changes for subscriptions

-   When a subscription is created for a customer
-   When the subscription moves over from trial to active
-   When a subscription is cancelled

![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155023959671/original/Um9xxbDbdOh3_6DL7wkqyY9voUUKnNJqwA.png)

**Figure 1**

This screenshot appears in "Subscription & Refund trigger for payments". The text alongside this image reads: When a subscription is created for a customer When the subscription moves over from trial to active When a subscription is cancelled. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.
- What this covers: When a subscription is created for a customer When the subscription moves over from trial to active When a subscription is cancelled
- Fields: When a subscription is created for a customer, When the subscription moves over from trial to active, When a subscription is cancelled
- Controls: 1. Subscription Trigger
- Next: Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.

Full procedure:

1. When a subscription is created for a customer
2. When the subscription moves over from trial to active
3. When a subscription is cancelled

Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.

![Figure 2](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155023960152/original/leLhKdSRr1m71UNylLWYcjpZIc6WMwJmtA.png)

**Figure 2**

This screenshot appears in "Subscription & Refund trigger for payments". The text alongside this image reads: Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on.
- What this covers: Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.
- Fields: When a subscription is created for a customer, When the subscription moves over from trial to active, When a subscription is cancelled
- Controls: 1. Subscription Trigger
- Next: Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on:

Full procedure:

1. When a subscription is created for a customer
2. When the subscription moves over from trial to active
3. When a subscription is cancelled

#### **2\. Refund Trigger**

Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on: 

-   Whether the refund was success or failed
-   Whether the refund was for full amount or partial amount
-   OR based on the amount or source of the refund

![2. Refund Trigger (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155023961501/original/a-24CCX_0JlZO9TAA350GUj2c79hnlG5mA.png)

**2. Refund Trigger (image 3 of 4)**

This screenshot appears in the "2. Refund Trigger" section of "Subscription & Refund trigger for payments". The text alongside this image reads: Whether the refund was success or failed Whether the refund was for full amount or partial amount OR based on the amount or source of the refund. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios.
- What this covers: Whether the refund was success or failed Whether the refund was for full amount or partial amount OR based on the amount or source of the refund
- Fields: Whether the refund was success or failed, Whether the refund was for full amount or partial amount, OR based on the amount or source of the refund
- Next: Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios

Full procedure:

1. Whether the refund was success or failed
2. Whether the refund was for full amount or partial amount
3. OR based on the amount or source of the refund

Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios

![2. Refund Trigger (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155023961659/original/boJMFD6t8CXJPrCAN54Y-Qu_c_IAMLhXCA.png)

**2. Refund Trigger (image 4 of 4)**

This screenshot appears in the "2. Refund Trigger" section of "Subscription & Refund trigger for payments". The text alongside this image reads: Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be….
- What this covers: Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios
- Fields: Whether the refund was success or failed, Whether the refund was for full amount or partial amount, OR based on the amount or source of the refund
- Next: These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be available soon for PayPal

Full procedure:

1. Whether the refund was success or failed
2. Whether the refund was for full amount or partial amount
3. OR based on the amount or source of the refund

**These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations**  
**For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be available soon for PayPal**

#### **Related Articles**

-   [How Subscriptions work with NMI/Authorize.net](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/authorize-net-integration-for-processing-payments)
-   [How Subscriptions work with Stripe](https://docs.stripe.com/billing/subscriptions/overview)

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