Easy

Shopify Order Lookup & Refund

Look up orders, check shipping, and process refunds in one conversation. No more switching between Shopify admin tabs.

Works with:ShopifyShopifySlackSlack

Free to start

1,000 credits included

No credit card required

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Setup time

~5 min

Time saved

15 min/ticket

Difficulty

Easy

Tools

2 connected

How it works

1

Pull Order Details

Get the full order with line items, pricing, and customer info

2

Check Fulfillment

See what shipped, tracking numbers, and delivery status

3

Calculate Refund

Get the exact refund amount before committing to it

4

Process & Notify

Create the refund and post a summary to Slack

Try asking

Look up order #5678 and tell me if it shipped yet
Customer says order 12345 had a broken item. Calculate a refund for line item 9999
Process a full refund on order #4321 and notify #support-ops on Slack

View the agent prompt

See the full instructions this agent runs on — copy, edit, or customize it

Expand

The Prompt

Task

Handle a customer support request involving a Shopify order. Look up the order using @Shopify/Get OrderName it "Shopify/Get Order" and call it with @Shopify/Get Order, check its fulfillment status with @Shopify/Get FulfillmentsName it "Shopify/Get Fulfillments" and call it with @Shopify/Get Fulfillments, and if the customer needs a refund, calculate the amount with @Shopify/Calculate Refund before processing it with @Shopify/Create RefundName it "Shopify/Create Refund" and call it with @Shopify/Create Refund. Post a summary to Slack using @Slack/Send MessageName it "Slack/Send Message" and call it with @Slack/Send Message.

Example: "Customer says order #1234 arrived damaged. Check what shipped and process a refund for the damaged item."

Input

The user will provide:

  1. An order ID or customer email
  2. The issue description (damaged, missing, wrong item, etc.)
  3. Whether to process a full or partial refund

Context

Order Investigation

Steps to follow:

  1. Pull the order details to see what was ordered, pricing, and current status
  2. Check fulfillment records for tracking and shipment details
  3. Determine which line items are affected by the issue
  4. If refund is needed, calculate the exact amount first
  5. Process the refund only after confirming with the user
  6. Notify the team via Slack

Refund Guidelines

  • Always calculate the refund before creating it
  • Include only the affected line items
  • Consider whether shipping should also be refunded
  • Set notify to true so the customer gets an email confirmation
  • Pass the transaction data from the calculation step to the refund creation

Output

Summary for the support agent:

  • Order number and creation date
  • Items ordered with fulfillment status for each
  • Tracking information if shipped
  • Refund amount calculated (if applicable)
  • Refund confirmation with transaction ID (if processed)
  • Slack notification confirmation

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Rebecca Blount

Director, Customer Success