How to integrate Notion with Stripe and use a Chrome extension to create a Stripe payment link from a Notion page and automatically send it via email
How to Integrate Applications
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2024/12/10
How to integrate Notion with Stripe and use a Chrome extension to create a Stripe payment link from a Notion page and automatically send it via email
a.ohta
If you have a large number of billing tasks with Stripe, it can become quite cumbersome. Creating billing emails for customers, even if the documents are templated, can be time-consuming when there are many. This time, we introduce automation by integrating Notion and Stripe using a Chrome extension. This may reduce the steps in billing tasks and improve efficiency. If you are considering reviewing your workflow, please make use of it.
Recommended for
・Companies using Notion and Stripe ・Companies wanting to efficiently handle billing tasks with Stripe ・Those manually creating billing emails with Stripe
Benefits and Examples of Integrating Notion and Stripe
Benefit 1: Reduces Workload
By implementing this integration, you can automatically send emails requesting payment in Stripe by launching a Chrome extension from the billing management page managed in Notion. This is expected to reduce the workload. For example, if you were manually creating billing emails, you had to create emails for each purchase. Therefore, if there were many, it might have been a bit of a hassle. In such cases, by introducing automation using a Chrome extension, the entire flow can be completed with just a click, reducing work time and workload.
Benefit 2: Faster Customer Response
Automation of Notion and Stripe using a Chrome extension may speed up customer response. For example, have you ever been so busy that you couldn't start creating billing emails? However, with this app integration, billing emails that were previously handled manually will be automatically created and sent, allowing for quick completion of email sending to customers. As a result, response speed may increase, and the time customers wait for billing emails may be reduced.
Benefit 3: Improved Accuracy
By introducing this automation, it is expected that errors in creating or sending billing emails can be prevented. For example, if you were manually creating billing emails, there is a possibility of including incorrect information. By introducing this automation, emails based on data managed in Notion will be automatically created and sent, potentially reducing the risk of misdelivery. Therefore, it may also help prevent human errors.
Now, let's explain how to use the no-code tool Yoom to "create a payment link from Notion for Stripe and send it via email."
[What is Yoom]
How to Create a Payment Link from Notion for Stripe and Send it via Email
You can launch the Chrome extension API with just a click from the Notion page and receive data stored in Notion. Then, using the API provided by Stripe, you can create a billing URL and send it via email from no-reply@yoom.fun. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
The integration flow this time is broadly divided into the following processes.
・Integrate Notion and Stripe as my apps ・Set up to launch the Chrome extension from the Notion page ・Set up to create a Stripe payment URL and send a message ・Turn on the trigger button and check the integration operation of Notion and Stripe
First, register with Yoom. Yoom offers a 2-week trial, allowing you to actually operate and check the usability.
Step 1: Integrate Notion and Stripe with My App
After completing the registration for Yoom, please select "My App" from the menu on the left.
Next, click the new connection button at the top right.
Integrate Notion with Yoom
1. Prepare Notion Before integrating Notion with Yoom, you need to prepare Notion at this stage.
<span class="mark-yellow"></span>The following items need to be set in the database.<span class="mark-yellow"></span>
・Username ・Product Name ・Price ID ・Quantity ・Customer's Email Address/Invoice URL will be sent to this address
2. Search
Search for Notion and click the Notion icon.
3. Access Request
A display regarding the access request will appear as shown in the image. Check it and click "Select Page".
4. Select Page
The page you created in Notion will be displayed. Select the page you prepared earlier and press "Allow Access".
5. Integration Complete
Return to the Yoom screen, and if the above display appears, the integration is complete.
Integrate Stripe with Yoom
1. Search
Select the Stripe icon.
2. Enter Required Fields
Enter the account name and access token. The account name should be a name of your choice. It's recommended to use something easily recognizable like a company name or person in charge. For more details on the access token, please refer to How to Register My App in Stripe.
3. Add
Press the add button at the bottom right, and if the screen changes and the above display appears, the integration is complete.
Step 2: Copy the Template
Next, please copy the template to be used this time.
1. Click "View Details" on the top banner 2. Click "Try this template" at the bottom of the transitioned screen 3. If you haven't registered with Yoom yet, please register
* If you have already registered, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
Since it transitions to a page like the image, let's proceed with detailed settings.
Step 3: Setting to launch Chrome extension from Notion page
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template Click "【Copy】Create a payment link from Notion for Stripe and send it by email".
3. Chrome Extension Trigger
Select "Launch from a specific page" from the Chrome extension icon.
4. Install Chrome Extension
Please proceed with the installation of Yoom's Chrome extension. For more details, please check How to set up triggers using Chrome extensions. Once the Chrome extension installation is complete, press Next.
Press the test button, and if "Test Successful" is displayed in blue, press Save.
Step 4: Create Stripe payment URL and send message settings
1. Integrate with the app
Select "Create Payment Link" from the Stripe icon. Proceed to the next step.
2. Set Required Fields
Set the required fields in the red frame. Since you are using a template, it is already completed, so please check if it is in the same state as the image.
3. Execute Test
Press the test button and confirm that "Test Successful" is displayed in blue, then press Save.
Continue to set up sending emails.
4. Send Email
Select "Send Email" from the Yoom icon. Regarding sending emails from Yoom's address, you can also check from "How to set up sending emails". Scroll down the screen.
5. Set Content
Since you are using a template for this setting as well, there is no need to enter required fields.
Note that the "Address" in the image is in a state where the data has been replaced, so it is different from the actual email address, but the address stored in Notion will be used in practice. Therefore, there is no need to change it.
The subject and body are the same. If you want to insert data, follow the steps below. First, click the box where you want to insert the data.
Click the Chrome extension icon.
The data managed on the Notion page where the Chrome extension was launched will be displayed in a list. Click the data you want to insert to select it.
Once inserted, it will look like the image.
Modify the text as desired. Once creation is complete, press Next.
6. Confirmation and Test Execution
The details of the created email will be displayed. Check for any mistakes and press the test button. * Please note that the email will actually be sent.
7. Turn ON the Trigger
When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
Then access Notion and select Yoom from the button of the Chrome extension at the top right.
The title of the created Flowbot will be displayed. Clicking it will launch the Flowbot.
Flowbot template used this time
Create a payment link from Notion for Stripe and send it by email
Other Automation Examples Using Stripe
Yoom has other examples of automation using Stripe, so here are a few.
1. Register Sales Transactions in freee Accounting When a Payment is Created in Stripe
By automating the registration of sales transactions, it is expected to significantly reduce the workload of accounting personnel.
2. Store information in Google Sheets when a subscription is made with Stripe
Integration with Google Sheets is also possible. It may be useful for analyzing sales data.
3. Send a thank you email via Gmail when a payment is made with Stripe
You can create an original message, such as "Thank you for your purchase," and send it automatically.
Summary
Automating the sending of billing emails can potentially reduce the workload. Additionally, as the efficiency of the task itself improves, it should also save time. Automation using Chrome extensions allows you to start the flow bot with a click from a specific page, so there is no need to access Yoom separately. The task is completed with just a click, making it a highly convenient automation. Why not take this opportunity to use the template and implement automation?
The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years.
Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools.
When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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