In this article, you will learn how to create automations around Workiz Pay dispute statuses.

A dispute occurs when a cardholder — typically your client — questions a charge with their card issuer. If the dispute is resolved in the cardholder’s favor, it can result in a chargeback, meaning the funds are withdrawn from your Workiz Pay account.

With Workiz Pay, you'll automatically receive a new email when a dispute is created, a response deadline is approaching, and a dispute is won or lost. These built-in alerts ensure you never miss critical updates. 

Workiz Automations takes it a step further by allowing you to create custom workflows around dispute activity to match your internal process. For example, you can:

• Create additional reminders based on specific dispute statuses
• Automatically tag disputed jobs for streamlined tracking and enhanced control over other automation rules

Creating automations around dispute activity

When creating your automation, you'll be able to create a rule that automatically sends a text/email, or applies a tag to the relevant job. 

Sending automated notifications

You can create automation rules that send notifications when a dispute reaches a specific status. This ensures the right people are alerted at the right time so deadlines aren’t missed, follow-ups happen promptly, and your team can respond quickly and confidently.

1. From the top navigation bar, select Automations
2. Select Add automation
3. Select When this happens 
4. Select a dispute > has a status
   
5. Select 'needs response' and choose the specific status you want for this rule (e.g., needs response, in review, won, lost)
6. Select do this > send
   
7. Select someone and choose the specific user or role that should receive this message 
8. Select a reminder and choose text and/or email
9. Customize the message you want to send as part of your automation rule
10. Select within a defined time and specify when this automated message should be sent (e.g., immediately, 2 hours before dispute due date, etc.)
11. (Optional) Add conditions to refine when this rule should apply (e.g., only if service area is/is not X)
12. Select Add automation to create your rule
    

Automatically applying tags to jobs

Automatically tagging disputed jobs gives your team clear visibility and greater control. 

After creating this rule, you can then use that job tag to exclude those clients from other automation rules — ensuring they don’t receive marketing messages or follow-ups while a dispute is in progress. For example, you may want to avoid sending review requests to clients with an active dispute.

1. From the top navigation bar, select Automations
2. Select Add automation
3. Select When this happens 
4. Select a dispute > has a status
   
5. Select 'needs response' and choose the specific status you want for this rule (e.g., needs response, in review, won, lost)
6. Select do this > apply
   
7. Choose the tags that you want to automatically apply to the job (e.g., disputed job, unhappy customer, etc.)
8. (Optional) Add conditions to refine when this rule should apply (e.g., only if service area is/is not X)
9. Select Add automation to create your rule