GoHighLevel Refund Workflow Trigger Guide

If you manage subscriptions or payments in ClickUp, you may also rely on GoHighLevel to automate client communication and billing workflows. This guide explains how to use the refund workflow trigger so your automations respond correctly whenever a Stripe payment is refunded in a sub-account.

The refund workflow trigger listens for refund events and launches a specific automation when conditions are met. Understanding how to configure it ensures your team, accounting records, and customers are updated immediately after a refund occurs.

What the GoHighLevel Refund Workflow Trigger Does

The refund trigger in GoHighLevel activates a workflow when a payment is refunded in an integrated Stripe account. It is designed for situations such as product returns, cancelled subscriptions, or manual refunds processed by your team.

When the trigger fires, the selected workflow can handle tasks like:

• Sending a confirmation email or SMS to the customer
• Notifying your support or billing team
• Tagging or updating the contact profile
• Adjusting internal stages or pipelines

This automation ensures your refund process is consistent and reduces manual follow-up.

Requirements for Using the GoHighLevel Refund Trigger

Before you configure the refund workflow trigger, your account must meet these conditions:

• A connected Stripe integration in the sub-account
• Existing payments or subscriptions billed through Stripe
• Access to workflows in the selected sub-account

Without Stripe integration, the refund trigger will not receive any payment events and cannot launch a GoHighLevel workflow.

How the GoHighLevel Refund Trigger Works

The refund workflow trigger connects Stripe events to your automations. It supports three main refund event types that determine when a workflow starts.

Supported Refund Events in GoHighLevel

The refund trigger can listen to these event types from Stripe:

• Invoice.refund.updated – fired when a refund related to an invoice is created or updated.
• Charge.refunded – fired when a charge is fully refunded.
• Charge.refund.updated – fired when a refund associated with a charge is created, updated, or updated again.

You can configure the trigger to respond to one or multiple refund events, depending on your process.

Refund Trigger Scope in GoHighLevel

The refund trigger works at the sub-account level. It only listens for refunds that occur in the Stripe account connected to that specific sub-account. If you manage multiple brands or locations, configure the trigger individually for each GoHighLevel sub-account you use.

Configuring the GoHighLevel Refund Workflow Trigger

Follow these steps to add and configure the refund workflow trigger in a sub-account workflow.

Step 1: Open the Workflow Builder

1. Log in to your GoHighLevel account.
2. Navigate to the sub-account where you want to track refunds.
3. Go to Automation and open the Workflows section.
4. Create a new workflow or open an existing one where you want to respond to refund events.

Step 2: Add the Refund Trigger

1. Inside the workflow builder, click Add Trigger (or the equivalent trigger option available in your interface).
2. Search for and select the Refund or Payment Refund trigger type, depending on the naming used in your GoHighLevel version.
3. Confirm that the trigger is attached to the correct sub-account, which is linked to the right Stripe integration.

Step 3: Choose the Refund Source

The refund trigger can filter events using the Refund Source field. This allows you to decide which Stripe refunds should start the workflow.

Available refund sources include:

• Customer – refunds initiated due to customer requests.
• Dispute – refunds created after chargebacks or disputes.
• Fraud – refunds processed because of suspected or confirmed fraud.
• Network – refunds originating from network or processor decisions.
• Requested by Chargeback – refunds tied to chargeback processes.

You can select one or multiple sources, depending on which scenarios should launch your GoHighLevel refund workflow.

Step 4: Set Additional Filters (If Available)

Depending on your implementation, you may have the option to further filter refund events. Common configurations can include:

• Filtering by product or price ID
• Filtering by amount range
• Filtering by specific payment method types

These filters help ensure only relevant refunds trigger actions in your GoHighLevel workflow.

Step 5: Build Post-Refund Actions

After adding the trigger, design the steps that should happen once a refund is detected. Typical actions include:

• Send an email or SMS confirming the refund to the customer
• Notify your internal team via email, SMS, or Slack (if integrated)
• Update contact tags such as “Refunded” or “Cancelled”
• Move the contact to a different pipeline stage, like “Refunded” or “Churned”
• Add notes to the contact record explaining the refund reason

Make sure you save and test the workflow to confirm that real refunds from Stripe trigger the expected actions in GoHighLevel.

Use Cases for the GoHighLevel Refund Workflow Trigger

Here are practical ways to use the refund trigger in your automations:

• Customer communication: Automatically confirm when the refund has been processed and set expectations for when funds will reach the customer’s account.
• Retention flows: Launch a survey asking why the customer requested a refund and gather feedback.
• Support alignment: Notify support so they can close related tickets or follow up as needed.
• Finance coordination: Alert your accounting team when large or high-risk refunds occur.
• Fraud monitoring: Tag contacts associated with fraud-based or dispute-based refunds to review their future orders more carefully.

By connecting these actions to the refund trigger, GoHighLevel keeps your team informed while reducing repetitive manual work.

Best Practices When Using GoHighLevel Refund Triggers

To keep your refund automation efficient and reliable, follow these tips:

• Limit overlapping workflows: Avoid creating multiple workflows that all start from the same refund trigger unless each has clearly distinct filters.
• Test with small refunds: Run internal tests using low-value transactions before connecting the workflow to high-ticket products.
• Monitor performance: Review workflow history to confirm that refund events are being captured and processed as expected.
• Document your rules: Keep a short internal document describing when the refund workflow runs and who is notified.
• Keep communication clear: Ensure refund emails and messages explain the amount, method, and expected timeline.

Additional Resources for GoHighLevel Users

You can review the original documentation about the refund workflow trigger directly on the official help page at this GoHighLevel refund trigger article. For broader strategy, automation planning, and implementation support, you can also visit Consultevo for consulting resources around funnels, automations, and integrations.

With the refund workflow trigger configured correctly, GoHighLevel becomes a powerful hub for managing post-refund communication, team coordination, and reporting across your Stripe-connected sub-accounts.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`