> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Ramp

> Connect DialNexa calls to Ramp for charge, invoice, customer balance, subscription, refund, receipt, or finance approval workflows.

Ramp is a platform that helps you manage your finances, track your income and expenses, and get insights into your business.

<Note>
  Use Ramp with DialNexa when the call involves money, billing trust, refunds, payment status, subscriptions, taxes, or invoice documents.
</Note>

## Where Ramp fits in a DialNexa workflow

Ramp should receive DialNexa output when the conversation affects a charge, invoice, customer balance, subscription, refund, receipt, or finance approval. The handoff should explain what the caller asked for, what DialNexa learned, which record or object is affected, and who owns the next step.

<CardGroup cols={2}>
  <Card title="Send documents safely" icon="check-circle">
    Verify the recipient before resending invoices, receipts, statements, tax forms, or payment links.
  </Card>

  <Card title="Protect revenue workflows" icon="check-circle">
    Escalate VIP payment blockers, failed renewals, duplicate charges, and collections-sensitive calls.
  </Card>

  <Card title="Resolve billing questions" icon="check-circle">
    Identify the invoice, charge, customer, amount, due date, and what the caller believes is wrong.
  </Card>

  <Card title="Route refunds and disputes" icon="check-circle">
    Capture reason, policy context, amount, order or subscription link, and approval requirement.
  </Card>
</CardGroup>

## What DialNexa should capture for Ramp

* Customer, account, email, phone, invoice number, payment ID, subscription ID, and tax region
* Amount, currency, due date, payment status, refund reason, dispute reason, and credit request
* Approval threshold, finance owner, escalation reason, promised next step, and follow-up deadline
* Transcript link, recording link, DialNexa call ID, CRM link, support ticket, and payment platform link
* Suppression flag for card numbers, bank details, tax identifiers, and private billing documents

## High-value Ramp workflows

<AccordionGroup>
  <Accordion title="Collections call requires careful notes">
    For this workflow, DialNexa should send Ramp a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
  </Accordion>

  <Accordion title="Receipt needs to go to a verified email">
    Use Ramp to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Caller disputes a charge">
    Use Ramp to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Customer asks for an invoice resend">
    Use Ramp to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Subscription renewal fails">
    Use Ramp to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Refund request needs approval">
    Use Ramp to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Tax or billing address must be corrected">
    Use Ramp to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Use create accounting connection">
    Use create accounting connection only when DialNexa has a matched caller, a clear destination object, and enough call context to justify opening a new finance record. If the caller is unclear, route to review instead of creating noise.
  </Accordion>

  <Accordion title="Use update user">
    Use update user when the caller changes a field, status, owner, date, priority, note, consent choice, or next step on an existing Ramp record. Include the old value, new value, and reason from the call.
  </Accordion>
</AccordionGroup>

## Workflows that pair Ramp with other integrations

* [Ramp](/integrations/ramp) + [Google Drive](/integrations/googledrive): Google Drive for storing invoices and credit notes.
* [Ramp](/integrations/ramp) + [Google Sheets](/integrations/googlesheets): Google Sheets for exception review queues.
* [Ramp](/integrations/ramp) + [Stripe](/integrations/stripe): Stripe for payment and subscription status.
* [Ramp](/integrations/ramp) + [QuickBooks](/integrations/quickbooks): QuickBooks for accounting records.
* [Ramp](/integrations/ramp) + [HubSpot](/integrations/hubspot): HubSpot for account owner and renewal context.
* [Ramp](/integrations/ramp) + [Gmail](/integrations/gmail): Gmail for approved billing follow-up.

## Implementation notes

* Use the DialNexa call ID as the idempotency key before running Ramp actions.
* Write a short operational summary into Ramp and link to the full transcript or recording for audit.
* Map required fields before launch: destination object, owner, status, urgency, next step, and record URL.
* Create review paths for low-confidence matches, sensitive requests, high-value customers, and actions that change money, access, legal terms, or customer commitments.

## FAQs

<AccordionGroup>
  <Accordion title="Should DialNexa collect payment details?">
    No. Do not capture full card numbers, bank details, or private tax identifiers in notes. Route customers to secure payment flows.
  </Accordion>

  <Accordion title="When can refunds be automated?">
    Only when identity, policy, amount, and approval rules are clear. Route exceptions, high-value refunds, and disputes to finance review.
  </Accordion>

  <Accordion title="What should a billing note include?">
    Invoice or charge reference, amount if mentioned, customer claim, policy context, owner, deadline, and safe evidence links.
  </Accordion>

  <Accordion title="How should invoice resends work?">
    Verify the recipient and customer identity first. Log what was sent, where it was sent, and why the caller requested it.
  </Accordion>

  <Accordion title="How are disputes handled?">
    Capture dispute reason, transaction reference, subscription or order link, urgency, and whether the caller expects a callback.
  </Accordion>

  <Accordion title="Where should tax details live?">
    Use the billing or accounting system with the right access controls, not broad CRM or support notes.
  </Accordion>
</AccordionGroup>