How to integrate Airtable, Stripe, and Gmail to create a Stripe payment link from Airtable billing information and automatically send it via Gmail

Step 1: Register My Apps for Airtable, Stripe, and Gmail

Please register your apps to connect Airtable, Stripe, and Gmail with Yoom.
By registering your apps in advance, you can proceed with automation settings smoothly.

First, let's register Airtable as a My App.
Click on "My Apps" → "New Connection" on the left side of the Yoom screen.

When the following screen appears, search for Airtable from the app list or use the search bar.

When the following screen appears, click "+ Add Base" and then click "Allow Access".

Next, register Stripe as a My App.
Similarly, search for Stripe from the app list or use the search bar.
When the following screen appears, set the "Account Name" and "Access Token".
Check here for Stripe My App registration.
You can check the "Access Token" from the Stripe management screen.

Next, register Gmail as a My App.
Similarly, search for Gmail using the search bar or find it from the list.
When the following screen appears, log in to Gmail.

If Airtable, Stripe, and Gmail appear in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try It" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, click the relevant part to edit.
First, with the Airtable web page open, set up to launch Yoom's Flowbot from the extension, and click "Launch from Record Detail Page".

Step 3: Set up the Airtable trigger that initiates the flow and the subsequent Stripe and Gmail operations

When the following screen appears, check the settings.
Here you can find detailed instructions on setting up the Chrome extension.
If you haven't installed the Chrome extension, please install it from here.

Next, check the following settings.
Assume that data has been pre-registered in Airtable for setting up.

• "Title" → Can be changed as desired
• "Account information linked with Airtable (OAuth)" → Verify if correct
• "Action when launching from the extension" → Launch from Record Detail Page
  

Check the following setup method.

Scroll and set the "Base ID" and "Table ID" as described.

Next, set the "Launch Page URL Sample".
After setting, click "Test" → "Test Successful" → "Save".

Next, to set up retrieving records in Airtable, click "Retrieve Records".
The following screen will be displayed, so check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Airtable (OAuth)" → Verify if correct
• "Action" → Retrieve Records
  

Check the following precautions.

Next, set the "Base ID" and "Table ID or Name" as described.

Scroll and set the "Record ID".
Select from the output of "Launch from Record Detail Page".
After setting, click "Test" to display the Airtable values as results.
If "Success" is displayed, refer to here to set the output.
Use this value for the subsequent settings.
After setting, click "Save".

Next, to set up retrieving a single record that meets the conditions from the specified table in Yoom, click "Retrieve Record".
The following screen will be displayed, so check the settings.

• "Title" → Can be changed as desired
• "Execution Action" → Retrieve Record
  

Create billing information as a test in Yoom's database.
If creating new, click "+" next to "Project List" → "Database".

Next, set up "Database Integration".
Set the "Project" and "Database" where Yoom's database is stored.

When the following screen appears, set the "Conditions for the Record to Retrieve".
Utilize Airtable's output and set it as follows.
After setting, click "Test" → "Test Successful" → "Save".

Next, to set up Stripe, click "Create Payment Link".
*Stripe is an app available on some paid plans.
Operations and data connections of Flowbot set on other plans will result in errors, so be careful.
Paid plans offer a 2-week free trial.
During the free trial, you can use apps that are subject to restrictions.

When the following screen appears, check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Stripe" → Verify if correct
• "Action" → Create Payment Link
  

Next, set the "Product List".
Select "Price ID" from the output of "Retrieve Record" and set it.

Scroll and set the "Quantity".
Utilize Airtable's output and set it as follows.
If there are other necessary items, set them, and click "Test" → "Test Successful" → "Save".

Next, to set up Gmail, click "Send Email".
The following screen will be displayed, so check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Gmail" → Verify if correct

Scroll and set the "Email Content".
Set "To" as desired.
*The email recipient is assumed to be a fixed value for purposes such as confirmation by the person in charge.

Next, set the "Subject" as desired.

Finally, set the "Body".
Utilize Stripe's output and select "Payment Link".
The following is an example, so set it as desired.
After setting, click "Next".

When the following screen appears, check the "Email Sending Content".
If there are no issues, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and verify the integration operation of Airtable, Stripe, and Gmail

Finally, click "Turn on Trigger" to complete the automation setup.
Verify if the Flowbot starts correctly.

Here is the template used this time.

Other Examples of Automation Using Airtable, Stripe, and Gmail

There are many other examples of automation using Airtable, Stripe, and Gmail on Yoom, so here are a few to introduce.

1. This flow automatically sends a thank-you email via Gmail when a payment is made through Stripe.
Every time a payment is made on Stripe, you can save the effort of creating a thank-you email multiple times in Gmail.
By utilizing thank-you emails, you can also provide campaign or sale information.

2. This is a flow to automatically register inquiry details received in Gmail to Airtable.
By automatically registering inquiry information from Gmail to Airtable, you can accurately record the inquiry details.
This automation is especially recommended for companies with a high volume of inquiries.

3. This flow automatically searches Airtable records and sends emails via Gmail according to the specified schedule.
You can automatically create emails in Gmail from Airtable record information, saving manual effort.
Eliminating manual email creation helps prevent human error.

Summary

By automating the creation of payment links and sending emails, you can significantly reduce the time and effort spent on these tasks.
This helps prevent incorrect amounts and email sending errors, ensuring accurate delivery of payment links.
Additionally, it not only reduces the workload for staff but also allows for smoother interactions with customers.

Yoom's automation is easy to use, making it accessible to anyone.
Start by using the template introduced here and rely on automation.