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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!
[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.
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
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.
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.
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.
Add Responses Submitted to the Form to Notion
Automatically add the content submitted via Google Forms, etc., to Notion.
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.
Synchronize customer information with Stripe and other apps
You can automatically synchronize customer information with Stripe and apps like HubSpot and Mailchimp.
Notify chat tools when a payment is made with Stripe
Automatically notify Slack, Discord, etc., when a payment is made with Stripe.
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!
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