Create a ShopTasks task when a Shopify refund needs a person

1. When

   Refund created

2. If
   • Always, if every refund needs an ops check, or
   • Only above an amount, or when the order is tagged for investigation
3. Then

   Create ShopTasks task: Review refund for order #{{order.name}}

   Confirm restock, inspect a return if required, and close the loop with the customer if the refund was only the first step.

4. Assign

   Support or operations

5. Outcome

   Refunds that need warehouse or support follow-up are assigned immediately, instead of living as a timeline event nobody owns.

Why this workflow exists

Issuing the refund is often the easy part. Restocking the right SKU, checking a damaged return, or explaining a partial refund is where work is forgotten. Flow fires when the refund exists. ShopTasks holds the rest.

How to set it up

1. Not every refund needs a task. Skip automatic store-credit-only refunds if they require no human step.
2. If returns are processed in another app, trigger from the Shopify refund still — then put 'check return status' in the task.
3. ShopTasks automation policies also include a refund-ownership template. Choose Flow or policies so you do not duplicate tasks.
4. Assign warehouse when the next step is physical; assign support when the next step is the customer.