Workflow templates / Compliance
Approve discounts and refunds by amount
Discount and refund requests go to the right approver by amount.
Works with: Any channel
How it works
- Your system sends a request event with its amount
- Small amounts pass; medium go to an admin; large go to the owner
- An approver who does not answer passes it to the owner
Steps in the workflow: Trigger, Condition, Internal note, Ask a person, Ask a person, End, Internal note, Internal note.
Who it is for
Businesses that give discounts or refunds and want a clear limit.
Good to know
- Can I change the limits?
- Yes. Edit the amounts on the first branch step.
- Does it apply the discount?
- No. It leaves a note with the decision for your team or system.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.