Let Customers Self-Serve Size Exchanges Without an Agent
Cut exchange friction — let customers request a size swap through a form that checks stock, creates the exchange order, and emails a return label.
- 1
Capture the Request
Add a
Typeform Triggernode collecting the order number and desired size. - 2
Check Availability
Add a
Shopifynode verifying the requested size is in stock. - 3
Create the Exchange
Add a
Shopifynode generating the replacement order and a return for the original item. - 4
Send the Label
Add a
Gmailnode emailing the prepaid return label and next steps. - 5
Activate and Test
Activate the workflow and submit a test exchange. Confirm the order and label are created.
Frequently asked questions
What if the size is out of stock?
Offer alternatives or a refund path in the form response rather than leaving the customer stuck.
Can I hold the new item?
Reserve stock when the exchange is created so it isn't sold before the return arrives.
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