Workflow Automation

Automate the boring 80%
across operations.

Most ops work is a flowchart waiting to be drawn. Recustomer turns your runbook into a system: drag-drop triggers, branches, approvals, and actions across 50+ integrated systems. CS handles exceptions only.

82%
Cases auto-resolved
50+
Triggers & actions
<1 day
First workflow live
no-code · ops-owned audit log · versioned
VIP customer · auto-approve return v3 · 482 today
⚡ Trigger
Return requested
recustomer.returns.created
◇ Condition
Customer tag includes "VIP"
customer.tags
✓ Action
Auto-approve
→ Issue refund instantly
⏸ Hold
Pause + notify
→ Slack #cs-leads
12 nodes · published 4h ago LIVE

Trusted by ambitious brands worldwide

How it works

A real builder. Not a config screen.

Drag-drop conditions, branches, delays, approvals — the same flow you described in a Notion doc, now running in production. Every run captured, every version diffable, every change rollback-able in one tap.

82%
Auto-resolved
0
Lines of code
<1 day
Time to live

Step 1 · Trigger

Every event, wired in

Order placed, return started, refund requested, address changed, fraud signal, helpdesk ticket — pick any event from any system.


Step 2 · Branch

Conditions ops actually owns

If order > ¥30k → hold for review. If reason = damaged → auto-refund + RMA. If second cancellation in 30 days → escalate. Visual rules, queryable.


Step 3 · Act

Actions across your stack

Refund, hold inventory, notify carrier, send ESP campaign, post to Slack, escalate to manager — chained, branched, scheduled.

The library

Every return reason. Every action. All composable.

Return reasons, return methods, refund vs. exchange, customer attributes, order shapes, carrier signals — any branch you can describe, you can build. 80+ triggers, conditions, and actions, ready to drag in.

Triggers

12
  • Order placed
  • Return requested
  • Refund initiated
  • Cancel requested
  • Shipment delayed
  • Helpdesk ticket created
+ 6 more

Customer & Order

28
  • Customer tag includes VIP
  • Lifetime orders > 10
  • Country = JP / US / EU
  • Order total > $500
  • Cart contains SKU
  • Days since order > 30
+ 22 more

Return reason

14
  • Damaged in transit
  • Wrong size / fit
  • Wrong color / variant
  • Defective / quality issue
  • Changed mind
  • Not as described
+ 8 more

Refund actions

8
  • Full refund to original
  • Partial refund (% or fixed)
  • Store credit
  • Gift card issuance
  • Hold pending QC
  • Reject with reason
+ 2 more

Exchange actions

9
  • Same SKU, different size
  • Same SKU, different color
  • Different SKU (equal value)
  • Upgrade (charge difference)
  • Auto-recommend alternatives
  • Instant exchange (pre-ship)
+ 3 more

Logistics

11
  • Generate return label
  • Schedule carrier pickup
  • Route to warehouse
  • Hold inventory
  • Trigger carrier rebook
  • Drop-off vs. ship-back
+ 5 more
Better together

Pair with Recustomer Tracking.

Workflow+Tracking · return windows from delivery, not from order

Most return policies say "30 days from purchase" because that's the only date the store knows. Pair Workflow with Tracking and the clock starts when the carrier marks the package delivered — fair to the customer, defensible to finance.

Return window from delivery date

Tracking feeds the delivered_at timestamp; Workflow uses it as the anchor. "30 days from delivery" is one condition, not a manual triage rule.

Auto-extend on shipping delay

Carrier reports a 4-day delay → return window extends 4 days automatically. No CS ticket, no goodwill credit, no awkward "we'll make an exception" email.

One source of truth

Carrier events, return events, refund events — all in the same audit log. Finance reconciles policy exceptions from one query, not three exports.

−47%
"Window expired" disputes
+12pt
Return-policy CSAT
1
Source of truth for delivery
FAQ

Answers, before you ask.

Can't find what you need? Our team responds within 4 hours, every business day.

Talk to us →
Is this like Zapier?

In feel, yes. Built for commerce: deeper triggers, native refunds, native carrier and warehouse actions, and a data model your finance team can audit.

Do I need engineers?

No. Ops builds and ships. Engineers review and approve high-risk workflows. Everything else, ops owns end-to-end.

Can I version workflows?

Yes — full versioning, staged rollout, instant rollback. Every run captured with inputs, branches, and outputs.

Does it work with my existing tools?

Shopify, BASE, ecforce, Zendesk, Gorgias, ShipStation, ShipBob, major BNPL, Slack — 50+ integrations out of the box. Custom systems via webhook in days.

How fast can we launch?

First workflow live in under a day. Most ops teams replace their first runbook page within the first week.

Pricing?

Volume-based on workflow runs. Free tier for testing. No setup fees.

Get started

Make ops a system, not a meeting.

Move your first runbook into Recustomer Workflow this week. Most teams retire their first ten Notion pages inside a month.