CHATBOTS
Intercom RMA Label Issuance and Refund
Once a return is approved in Intercom, this workflow generates a prepaid return label, emails it to the customer via Gmail.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation marked RMA approvedIntercom
- ActionWrite RMA record with reason and expiry to PostgresPostgres
- ActionGenerate prepaid return label and store tracking numberPostgres
- ActionEmail label and return instructions to customerGmail
- ActionStage held Stripe refund keyed to the RMAStripe
- OutputPost tracking number and confirmation to IntercomIntercom
What it does
Handles the post-approval mechanics of a return. After an agent or bot marks an Intercom conversation as approved, it creates the RMA record, issues a prepaid shipping label, sends that label to the customer, and stages the Stripe refund so it releases the moment the warehouse scans the package in.
When to use it
Use it when your team approves returns quickly but the label-and-refund busywork still eats agent time and creates inconsistent customer follow-up. This makes the whole back half of the return hands-off.
How it works
- 1An Intercom conversation moves to an "RMA approved" state, triggering the flow.
- 2A new RMA row is written to Postgres with the order id, reason, and an expiry date.
- 3A prepaid return label is generated and stored, and its tracking number is saved to the RMA record.
- 4The label and return instructions are emailed to the customer through Gmail.
- 5A Stripe refund is created in a held/pending state keyed to the RMA so it settles on package receipt.
- 6Intercom is updated with the tracking number and a confirmation note closing the loop.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect GmailRead, draft, send, label.
- 4Connect StripeCustomers, subscriptions, payments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
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