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If you have a large number of billing tasks with Stripe, it can be quite a hassle. Creating billing emails for customers, even if the documents are templated, can often be time-consuming when there are many to handle.
So, this time, we introduce automation to efficiently send billing emails by integrating Notion and Stripe.
This may reduce the steps in your billing tasks and improve efficiency. You can set it up with no code, so be sure to give it a try!
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to implement.
You can start right away with the template below, so be sure to give it a try!
This is a flow to create a Stripe payment link from Notion and send it via email.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■ Recommended for
1. Those who manage information using Notion
・Those who manage customer and project information using Notion
・Those who find it cumbersome to manually create Stripe payment links
2. Companies using Stripe as a payment tool
・Those who want to efficiently generate and send payment links
■ Benefits of using this template
By integrating Notion and Stripe, you can centrally manage everything from issuing payment links to sending emails.
This eliminates the hassle of manually creating links and sending emails, enabling efficient work.
By reducing the time spent creating links, you can focus more on customer service, which is expected to improve customer satisfaction.
Additionally, it can reduce the occurrence of errors, allowing for accurate information transmission.
Furthermore, as business automation progresses, the overall productivity of the team improves, allowing resources to be concentrated on other important tasks.
■ Precautions
・Please integrate Yoom with both Notion and Stripe.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
[What is Yoom]
Now, let's explain how to use the no-code tool Yoom to "create a payment link from Notion and send it via email using Stripe".
By utilizing the Chrome extension and Notion's API, you can launch a flowbot from a Notion page and receive data stored in Notion. After that, you can create a billing URL using Stripe's API 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 accomplished without programming knowledge.
The integration flow this time is broadly divided into the following processes.
First, let's register with Yoom.
Yoom offers a 2-week trial. You can actually operate it to check the usability.
After completing the registration with Yoom, select "My Apps" from the menu on the left.
Next, click the new connection button at the top right.
1. Preparation of Notion
In order to integrate Notion and Yoom, it is necessary to prepare Notion at this stage.
The following items need to be set in the database.
・Username
・Product name
・Price ID
・Quantity
・Customer's email address / The billing URL will be sent to this address
2. Search
Search for Notion and click on the Notion icon.
3. Access Request
The access request will be displayed as shown in the image.
Check it and click "Select Page".
4. Select Page
The page 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.
※Stripe is an app that can only be used with the Team Plan and Success Plan. If you use it with the Free Plan or Mini Plan, the flowbot operation and data connect will result in an error, so please be careful. The paid plans (Team Plan and Success Plan) have a 2-week free trial. During the trial period, you can use Stripe, which is usually restricted, without any problems, so please take this opportunity to experience various things.
1. Search
Select the Stripe icon.
2. Enter Required Items
Enter the account name and access token.
The account name should be a name of your choice. It is recommended to use something easy to understand, such as the company name or the name of the person in charge.
For details on the access token, please check How to Register My Apps on 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.
Next, please copy the template to be used this time.
This is a flow to create a Stripe payment link from Notion and send it via email.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■ Recommended for
1. Those who manage information using Notion
・Those who manage customer and project information using Notion
・Those who find it cumbersome to manually create Stripe payment links
2. Companies using Stripe as a payment tool
・Those who want to efficiently generate and send payment links
■ Benefits of using this template
By integrating Notion and Stripe, you can centrally manage everything from issuing payment links to sending emails.
This eliminates the hassle of manually creating links and sending emails, enabling efficient work.
By reducing the time spent creating links, you can focus more on customer service, which is expected to improve customer satisfaction.
Additionally, it can reduce the occurrence of errors, allowing for accurate information transmission.
Furthermore, as business automation progresses, the overall productivity of the team improves, allowing resources to be concentrated on other important tasks.
■ Precautions
・Please integrate Yoom with both Notion and Stripe.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
1. Open the top banner and click "View Details"
2. Click "Try this template" at the bottom of the migrated screen
3. If you haven't registered with Yoom yet, please register
※ If you have already completed registration, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
You will be taken to a page like the image, so let's proceed with detailed settings.
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 the Chrome Extension
Please proceed with the installation of Yoom's Chrome extension.
For more details, please check How to set up triggers using the Chrome extension.
Once the installation of the Chrome extension is complete, press Next.
※ By using triggers with the Chrome extension, you can launch triggers with a single click from the Notion screen. You can operate it easily without returning to the app page, allowing you to proceed with your work more smoothly.
5. Enter a sample URL for the launch page
To launch the Chrome extension from the Notion page, enter the Notion page URL.
For more details, please check How to check sample URLs when using Notion.
6. Execute the test
Press the test button, and if "Test Successful" is displayed in blue, press Save.
1. Connect 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 the test
Press the test button and confirm that "Test Successful" is displayed in blue, then press Save.
Proceed to set up sending emails.
4. Send an email
Select "Send Email" from the Yoom icon.
For sending emails from Yoom's address, please also check How to set up "Send Email".
Scroll down the screen.
5. Set the content
Since you are using a template for this setting as well, there is no need to enter required fields.
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 in reality, the address stored in Notion will be used. Therefore, there is no need to change it.
The subject and body are the same. If you want to insert data, please 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 to select the data you want to insert.
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.
After confirming that there are no mistakes, 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 Chrome extension button 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
This is a flow to create a Stripe payment link from Notion and send it via email.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■ Recommended for
1. Those who manage information using Notion
・Those who manage customer and project information using Notion
・Those who find it cumbersome to manually create Stripe payment links
2. Companies using Stripe as a payment tool
・Those who want to efficiently generate and send payment links
■ Benefits of using this template
By integrating Notion and Stripe, you can centrally manage everything from issuing payment links to sending emails.
This eliminates the hassle of manually creating links and sending emails, enabling efficient work.
By reducing the time spent creating links, you can focus more on customer service, which is expected to improve customer satisfaction.
Additionally, it can reduce the occurrence of errors, allowing for accurate information transmission.
Furthermore, as business automation progresses, the overall productivity of the team improves, allowing resources to be concentrated on other important tasks.
■ Precautions
・Please integrate Yoom with both Notion and Stripe.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Notion and Stripe.
If you find something interesting, please give it a try!
You can create payment links from Stripe in Notion and send emails via Gmail or Outlook.
Additionally, it's possible to integrate changes in subscription details in Stripe to be added to Notion.
■Overview
This is a flow to create a payment link from Notion and send it via Gmail using Stripe.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who handle billing tasks with Stripe
・Those who want to streamline the creation of payment links
2. Those who manage billing information with Notion
・Those who want to streamline billing tasks by integrating Notion with other tools
■Benefits of using this template
When handling billing tasks, using Stripe payment links can simplify the payment process.
However, if you manually create Stripe payment links, input errors can disrupt billing tasks.
In this flow, you can automatically create Stripe payment links by activating a Chrome extension trigger from a specific page in Notion.
The payment links created in Stripe are sent via Gmail, allowing you to expedite billing tasks.
■Notes
・Please integrate Notion, Stripe, and Gmail with Yoom.
・Stripe is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow to create a payment link from Notion using Stripe and send it via Outlook.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
With Yoom, you can easily integrate between apps without programming.
■Recommended for
1. Those who manage transaction information in Notion
・Those who want to synchronize registered information with other tools to improve work efficiency
2. Those who use Stripe for business
・Those who want to reduce the effort of creating payment links automatically
■Benefits of using this template
With this flow, you can create a Stripe payment link from the Notion database and automatically send it to customers via Outlook.
This eliminates the need for manual data entry, link creation, and email sending, reducing workload and preventing human errors.
■Notes
・Please integrate Notion, Stripe, and Outlook with Yoom.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections you set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business). If you are not subscribed to the General Business Plan, authentication may fail.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
The "Add to Notion when subscription details change in Stripe" flow is a business workflow that streamlines subscription management tasks.
Subscription changes occur frequently, and manually reflecting that information in Notion can be cumbersome.
With this integration, when subscription details are changed in Stripe, they are automatically added to Notion, allowing for smooth centralized information management.
This results in improved efficiency and error prevention in operations.
■Recommended for
■Benefits of using this template
When subscription details change in Stripe, they are automatically added to Notion, eliminating the need for manual input.
Additionally, centralized information management allows for quick access to necessary information.
Automatic transcription prevents data entry errors in Notion, enhancing the accuracy of information management.
Add Meeting Transcription Data to Notion After a Web Meeting Ends
Automatically add meeting transcription data to Notion after a meeting ends on Google Meet or Zoom.
◼️Overview
After a meeting ends on Zoom, the meeting content is automatically transcribed and the transcription data is saved to Notion.
Please change the settings of each action as needed.
◼️Notes
・It is necessary to link accounts with both Zoom and Notion through Yoom.
・Please note that if a meeting is not recorded, it will result in an error.
・AI operations are only available with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operation of the set flowbot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Add to Notion when an event is created in the calendar
Automatically add events to Notion when they are registered in Google Calendar or Outlook Calendar.
■Overview
This is a flow bot that adds events registered in Outlook to a Notion database.
■Recommended for
1. People who register events using Outlook
・Those who have subscribed to Microsoft365 services and use Outlook's calendar at work
・Those who comprehensively manage schedules using Outlook, including business meetings and internal meetings
2. People who manage databases with Notion
・Those who list schedule information from Outlook in Notion to manage team schedules
・Those who manually record Outlook schedule information in Notion and find it cumbersome
■Benefits of using this template
Outlook, as part of Microsoft365 services, can be used for various purposes such as email and schedule management. When using Notion as a database, you can record schedules from Outlook in Notion for centralized team information management.
However, if you perform this process manually, there is a risk of errors and incomplete information due to the effort involved in transcription. This template allows you to add events registered in Outlook to a Notion database.
Unlike manual transcription, information is updated automatically, reducing effort and preventing human error.
■Notes
・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to a business plan, authentication may fail.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Add Responses Submitted to the Form to Notion
Automatically add the content submitted via Google Forms, etc., to Notion.
■Overview
When a response is submitted via Google Forms, the response content is automatically registered in the Notion database.
It can be used for various purposes such as surveys and inquiry forms.
■Setup Instructions
・Connect both Google Forms and Notion apps with Yoom. (My App Connections)
・Set the form ID with the trigger "When a response is submitted to the form" and run a test.
・Once the test is successful, you can retrieve the form response information. Select the information you want to retrieve from the response information using the [+] button and store it in the output.
・In Notion's "Store form responses" operation, set the target database and property information based on the response content obtained from Google Forms.
■Notes
・Google Forms and Notion account integration is required.
・Please adjust the question content in Google Forms and the column settings in the Notion database as needed.
Send a Thank You Email When a Payment is Made with Stripe
Automatically send a thank you email via Gmail or Outlook when a payment is made with Stripe.
■Overview
This is a flow where a thank you email is sent via Gmail when a payment is made through Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to send a thank you email to customers immediately after a payment is completed on Stripe
・Those who want to improve operational efficiency by eliminating the manual task of sending thank you emails
2. Those who want to handle customer interactions based on Stripe payment information
・Those who want to send personalized thank you emails to each customer
・Those who want to provide coupons or campaign information through thank you emails
■Benefits of using this template
While Stripe is a tool that makes online payments easy, manually sending thank you emails for each payment can lead to delays in customer service.
By utilizing this flow, a thank you email is automatically sent from Gmail when a payment is made through Stripe.
This allows customers to immediately confirm that their payment has been completed, leading to increased peace of mind and satisfaction.
■Notes
・Please integrate both Stripe and Gmail with Yoom.
・Stripe is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set up will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that sends a thank you email via Outlook when a payment is made through Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to improve operational efficiency by eliminating the manual task of sending thank you emails
2. Those who want to handle customer interactions based on Stripe payment information
・Those who want to send personalized thank you emails to each customer
■Benefits of using this template
Stripe is an online payment tool, but manually sending thank you emails every time a payment is completed can lead to human errors and delays in customer service.
By utilizing this flow, a thank you email is automatically sent from Gmail when a payment is made through Stripe.
This eliminates the need for manual email sending, thereby improving operational efficiency and speeding up customer service.
■Notes
・Please integrate both Stripe and Outlook with Yoom.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.
・Microsoft365 (formerly Office365) has both a Home Plan and a Business Plan (Microsoft365 Business). If you are not subscribed to the Business Plan, authentication may fail.
Synchronize customer information with Stripe and other apps
You can automatically synchronize customer information with Stripe and apps like HubSpot and Mailchimp.
■Overview
The flow "Register a customer in Stripe when a contact is added to HubSpot" is a business workflow that streamlines data management in sales activities.
When a new contact is added in HubSpot, it is automatically registered as a customer in Stripe, eliminating the need for manual data entry and the hassle of managing duplicate information.
This allows the sales team to focus more quickly on customer engagement.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to add a contact to Mailchimp when a customer is created in Stripe.
■Recommended for
1. Online Business Operators
・Those who use Stripe for online payments and manage customer information
・Those who want to utilize customer information for marketing activities
2. Marketing Teams
・Teams that want to automatically update customer lists and conduct effective email campaigns
・Teams that want to use customer data from Stripe for targeted marketing and retargeting
■Benefits of Using This Template
・Effectively utilize Stripe customer data to streamline marketing activities in Mailchimp.
・Real-time information updates and centralized data management can improve customer engagement and operational efficiency.
■Notes
・Please integrate Stripe and Mailchimp with Yoom.
・Stripe is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections of the set flow bot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
Notify chat tools when a payment is made with Stripe
Automatically notify Slack, Discord, etc., when a payment is made with Stripe.
■ Overview
The "Notify Discord when a payment is completed with Stripe" flow is a business workflow that shares online payment information with the team in real-time.
Many businesses use Stripe to process numerous payments daily. However, manually checking each payment and notifying the team is time-consuming and labor-intensive.
By implementing this workflow, notifications are automatically sent to Discord when a payment is completed with Stripe, allowing the entire team to share information instantly. This enables quick responses and smooth decision-making.
■ Recommended for
■ Benefits of using this template
■Overview
This is a flow that notifies Google Chat when a payment is made via Stripe.
■Recommended for
1. Companies accepting payments via Stripe
・Those who want to streamline online payments and improve customer satisfaction
2. Those who use Google Chat as their main communication tool
・Those who use it for information sharing and communication within the team
■Benefits of using this template
Stripe supports multiple languages and is a payment platform that can be used for global sales.
However, manually checking the completion of Stripe payments can lead to significant time loss in the long run.
This flow is suitable for those aiming to improve the efficiency of the entire team's operations.
In this flow, once a payment is completed on Stripe, a notification quoting the details is sent to Google Chat, facilitating smooth team sharing.
By automatically notifying the completion of payments and eliminating the need for manual confirmation, it contributes to the efficiency of the entire team's workflow.
■Notes
・Please integrate both Stripe and Google Chat with Yoom.
・Stripe is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This is a flow that notifies Slack when a payment is made via Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to know immediately when a payment is completed on Stripe
・Those utilizing it to streamline online payments
2. Those using Slack as their main communication tool
・Those using it as a means of communication within the team
■Benefits of using this template
Stripe is a tool that allows for smooth online payments.
However, having to check every time a payment is completed can be considered an inefficient way of working.
By utilizing this flow, you will be automatically notified on Slack when a payment is made via Stripe.
You can quickly inform your team of the payment completion, saving the time previously spent on confirmation.
Additionally, you can quickly start customer service tasks such as follow-ups and sending thank-you emails after the payment is completed.
■Notes
・Please integrate both Stripe and Slack with Yoom.
・Stripe is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set up will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
By integrating these tools, you can automatically send payment request emails via Stripe using a Chrome extension from the billing management page managed in Notion. This should help reduce your workload.
For example, if you previously created billing emails manually, you would have had to create emails for each purchase, which could be quite cumbersome if there were many.
By implementing automation using a Chrome extension in such cases, the entire process can be completed with just a few clicks, reducing work time and workload.
Automation of Notion and Stripe using a Chrome extension can potentially speed up customer response.
For instance, have you ever been so busy that you couldn't get around to creating billing emails?
With this app integration, billing emails that were previously handled manually will be automatically created and sent, allowing for quick email dispatch to customers.
As a result, the response speed may improve.
Implementing this automation should prevent errors in creating and sending billing emails.
For example, if you have ever manually created billing emails, you might have included incorrect information.
With this automation, emails based on data managed in Notion will be automatically created and sent, preventing input errors and misdelivery.
This should result in an accurate work process free from human error.
Automating the sending of billing emails can potentially reduce your workload. It can also lead to improved work efficiency and time savings.
Automation using a Chrome extension allows you to start a flow bot with just a few clicks from a specific page, eliminating the need to access Yoom. The task is completed with just a few clicks, making it a highly convenient automation.
Moreover, it can be set up without any coding, so take this opportunity to try automation using templates!
