- How to automatically process a refund in Webflow for each new record added in Airtable
- 1. Create your playbook and set the Airtable trigger as "New record added"
- 2. Add the "Find order" & "Refund order" in Webflow automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Webflow and Airtable
- Related blog posts
- More how-to guides featuring Webflow and Airtable
How to automatically process a refund in Webflow for each new record added in Airtable
Create your playbook and set the Airtable trigger as "New record added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "New record added" under Airtable. Then, select the table you're working with. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.
If this is your first time using a Airtable integration in Relay.app, a prompt will guide you through the connection process.
Add the "Find order" & "Refund order" in Webflow automation
Integrate the Webflow automation into your playbook to ensure the order is promptly refunded whenever a new record is added in Airtable.
Click the "Add step" button, then locate the "Find order" to identify which order needs to be refunded. Then, select "Refund order" automation for Webflow and input the mandatory and relevant details.
If your Webflow account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Webflow account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate refunding the specific order in Webflow. Once turned on, it will respond to each new record added in Airtable by refunding the specific order in Webflow without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.