Payment dispute alerts with automatic task creation

The scenario pulls open payment disputes, scores their urgency, posts an alert to chat and creates a task for the right person.

  • Disputes show up in chat, not in a dashboard
  • Urgent ones are separated from standard
  • The task is created alongside the alert
  • When there's nothing, you get an "all clear"
Set it upScriptera

How it works

To get okoCrm notifications in Copper, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: 1️⃣ Fetch Stripe Disputes
  3. Check: 2️⃣ Validate Disputes Data
  4. If yes: 🔧 Format Dispute Data
  5. Check: 3️⃣ Determine Priority Level
  6. If yes: 4a️⃣ Send Urgent Slack Alert
  7. Then: 5a️⃣ Create Urgent ClickUp Task
  8. If no: 4b️⃣ Send Standard Slack Alert
  9. Then: 5b️⃣ Create Standard ClickUp Task
  10. If no: 6️⃣ Send Status Summary

You can launch this okoCrm + Copper integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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