How to Create a Payment Link from Notion Using Stripe and Send It via Outlook

For managers and staff of e-commerce sites that have implemented online payments, providing payment instructions to customers is one of the important tasks that should be carried out quickly and accurately.
In the pursuit of daily operational efficiency, integrating Notion, Stripe, and Outlook using Yoom offers significant benefits, such as preventing human error and achieving accurate data management.

This article explains how to set up an automated flow to create payment links from Notion for Stripe and send them via Outlook, as well as the benefits of implementing this system.
By incorporating this into your operations, you can streamline payment processes and reduce the burden on staff, so be sure to read to the end!

Recommended for

• Those who use Notion, Stripe, and Outlook in their operations
• Business owners looking to enhance transparency in customer management and payment status
• Team leaders who want to prevent human error
• Those aiming for centralized data management
• Those who want to reduce the burden and speed up payment operations

For those who want to try it immediately

This article introduces how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily implement it.
You can start immediately with the template below, so please give it a try!

Create a payment link from Notion using Stripe and send it via Outlook.

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This is a flow to create a payment link from Notion for Stripe and send it via Outlook.

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[What is Yoom]

Let's create a flow bot using the template "Create a Stripe payment link from Notion and send it via Outlook".

How to Create a Stripe Payment Link from Notion and Send it via Outlook

By using a Chrome extension as a trigger, you can receive records from a specific page on a Notion database using Notion's API, and create a payment link in Stripe using Stripe's API.
Additionally, you can send the created payment link via email using Outlook's API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The steps to complete the flow are as follows:

• Integrate Notion, Stripe, and Outlook with My Apps
• Copy the template
• Set up the Notion Chrome extension trigger, configure Stripe, and set up each operation in Outlook
• Turn on the trigger

If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.

・Integrate Notion, Stripe, and Outlook with My Apps

(1) First, connect Notion to My Apps.
After logging into your Yoom account, click "My Apps" on the left and search for Notion from "Add".

(2) Click on the Notion app icon that appears.
On the next screen, click [Select Pages].

Select the page you want to link with your Yoom account and click [Allow Access] to complete the connection.

(3) Next, integrate the Stripe app.
Select Stripe in the same way as Notion's My Apps registration.

(4) Enter the "Account Name" and "Access Token" for the Stripe you want to integrate and click [Add].
For more information on how to register Stripe with My Apps, please check this page.

・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 up 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.

(5) Now that the Stripe app connection is complete, let's connect the third app, Outlook.
Search for and click the Outlook app icon in the same way.

(6) After clicking the Outlook app icon, you will transition to the sign-in screen, but no operation is required, and the connection is completed instantly.
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.

If the settings are done correctly, you will be moved to the My Apps screen of your Yoom account with the three apps added.
Now, the three apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this Template" below the template.

Create a payment link from Notion using Stripe and send it via Outlook.

Try it

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This is a flow to create a payment link from Notion for Stripe and send it via Outlook.

See details Try it

The template will be copied, so please click the "OK" button.

Please move to the "My Projects" screen of your Yoom account and check the template content.

There are four setup flows.

This time, we will create a database in Notion as shown below and create a flow bot.
(Dummy values are entered in the database.)

・Check Notion Chrome Extension Trigger

(1) First, check the Chrome extension that will be the trigger.
For instructions on how to set up a trigger using a Chrome extension, please refer to here.

Please click "Create a payment link from Notion for Stripe and send it via Outlook" from "My Projects" on the left side of your Yoom account screen.

After clicking, the template content will be displayed as shown in the screen below.

(2) Click on the icon of the first action, "Select and launch a page on the database" of the Chrome extension.

(3) The red part of the above image states "Install the Chrome extension from here in advance".
To use the Chrome extension trigger, please check this page.
If you have not installed the Chrome extension, please install it from here.

(4) After completing the Chrome extension settings, enter the account information to link with Notion and click [Next].

(5) On the next screen, enter information in the "Sample URL of the launch page" field according to the notes.
Enter the URL of the page opened in the sidebar or similar on the Notion database into the form.
After entering, click [Test], and if there are no issues, click [Save].

In this step, it is possible to obtain information pre-stored in Notion as output.
The output information can be referenced and utilized in subsequent steps, as noted "This value can be used in other operations."

* The extension can also be installed from the top right of the template.

(6) Next, click on the second action "Retrieve Record (ID Search)".

(7) Confirm that the Notion account information is entered and input the database ID.
By clicking the input bar, you can select information as "candidates" based on the linked account.
After entering the information, click [Next].

(8) On the next screen, set the "conditions for the record you want to retrieve".
By clicking the input bar, you can reference the output obtained from the previous step.
As an example, specify the page ID.

(9) After entering, click [Test], and if there are no issues, click [Save].

・Stripe Settings

(1) Next, click on the third action "Create Payment Link".

(2) Enter the account information to be linked and click [Next].

(3) On the next screen, enter the fields for "Price ID" and "Quantity".
As shown in the image below, by clicking the input bar, you can reference the output obtained from the previous step.

(4) The field "Allow customers to adjust quantity" can be selected from a dropdown menu.

(5) After entering the information, click [Test], and if there are no issues, click [Save].

・Outlook Settings

(1) Finally, click on the fourth action "Send Email".

(2) Enter the account information to be linked and click [Next].

(3) Scroll down and set the email content when sending the email.
As shown in the image below, you can reference the output obtained from the previous step.
(As an example, email address information is referenced from the second step.)

(4) Enter the message to be sent to the recipient in the "Body".
The image below references the output [Payment Link] and [Person in Charge Name] in the body.

As a customization, you can add an "Attachment" at the bottom of the screen, and by clicking the red frame part, you can set it as a "Pre-confirmation Setting" to confirm before execution.

(5) On the next screen, confirm the email content.
For instructions on how to set up when sending an email, please also check this page.
If there are no issues with the content, click [Test] and then click [Save].
This completes the setup.

・Turn ON the Trigger

By clicking the red frame part "Turn ON the Trigger" on the screen below, the flow bot will start automatically.

Here is the template used this time

Create a payment link from Notion using Stripe and send it via Outlook.

Try it

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This is a flow to create a payment link from Notion for Stripe and send it via Outlook.

See details Try it

Other Automation Examples Using Notion, Stripe, and Outlook

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Notion, Stripe, and Outlook.
All of them can be used with simple settings, so if you find something interesting, please give it a try!

Automation Examples Using Notion

Add Received Content to Notion

By consolidating important email content in Notion, you can prevent information from being overlooked or duplicated, making it easier to share information across the team.

Add Gmail inbox content to Notion

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■ Overview
Are you manually copying the contents of customer inquiries or order emails received in Gmail into a Notion database? This task is time-consuming and prone to copy-and-paste mistakes and omissions. By using this workflow, simply receiving specific Gmail messages will prompt AI to automatically parse the content and add it to Notion, reducing the effort of consolidating information and enabling accurate data management.

■ Who we recommend this template for
・Those who manage information received in Gmail with Notion and find manual entry burdensome
・Teams that want to eliminate transcription errors from emails and improve the accuracy of data management
・Those who want to automate the initial steps of inquiry handling and task management, and focus on core work

■ Notes
・Please connect both Gmail and Notion with Yoom.
・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes.
・Please note that the minimum trigger interval varies depending on your plan.

See details Try it

Summarize Gmail's received content with AI and add it to Notion.

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■ Overview
The 'Summarize Gmail Inbox with AI and Add to Notion' workflow is a business workflow designed to streamline email management and information organization.
Manually organizing daily incoming Gmail emails can be time-consuming. Especially when handling a large volume of emails, the risk of missing important information increases. By utilizing this workflow, emails received can be automatically summarized using AI and organized and stored in Notion. This allows you to access necessary information quickly, improving work efficiency.
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■ Recommended for
Business professionals who receive a large volume of emails in Gmail and spend time organizing information.
Teams using Notion for project management and information sharing.
Administrators who want to efficiently summarize email content and share it with team members.
Small business owners looking to advance the digitization and automation of operations.

■ Precautions
・Please link both Gmail and Notion with Yoom.

See details Try it

Summarize Outlook emails and add them to Notion

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■Overview
The workflow 'Summarize Outlook Emails and Add to Notion' reduces the burden of data entry tasks.
By automatically adding email contents from customers, it prevents missing information from being added.

■Recommended for
- Those who manage emails using Outlook
- Those who want to quickly understand email contents and not miss important information
- Those using Notion for managing workflow progress and organizing information
- Those utilizing Notion as a team and want to swiftly confirm shared information
- Those who do not want to spend time manually summarizing emails or transcribing information

■Notes
- Link Yoom with both Notion and Outlook.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- The shortest trigger interval may vary depending on the plan, so please be attentive.
- Microsoft365 (formerly Office365) has home and general enterprise plans (Microsoft365 Business), and if not subscribed to the general enterprise plan, authentication may fail.

See details Try it

Organize and Summarize Meeting Minutes Created in Notion Using AI

By utilizing AI, the accuracy of summaries improves, making it easier to confirm the necessary information.

Organize, summarize, and update the meeting minutes created in Notion using Gemini.

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■Overview
The 'Organize and summarize meeting minutes created in Notion with Gemini' workflow is an automated process to streamline the creation and sharing of meeting minutes after meetings.
Gemini efficiently organizes and summarizes the detailed meeting information recorded in Notion and automatically updates it with the latest information.

■Who should use this template:
- Team leaders or project managers managing meeting minutes in Notion
- Those who want to quickly organize and summarize meeting minutes
- Members of companies or organizations aiming to improve information sharing efficiency
- Those who want to smoothly carry out follow-ups and information transmission after meetings
- Business personnel who spend time updating meeting minutes manually
- Those who want to focus on other important tasks by reducing effort through automation
- Those using Notion and Gemini but facing challenges with integration
- Those who want to strengthen integration with an easy-to-set-up workflow

■Notes
- Please connect Notion and Gemini respectively with Yoom.
- By using triggers with Chrome extensions, you can directly activate triggers from within Notion.
- Please refer to the following for the trigger setup method using Chrome extensions.
https://intercom.help/yoom/ja/articles/8831921

See details Try it

Organize, summarize, and update meeting minutes created in Notion using ChatGPT.

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■Overview
The "Organize and summarize meeting minutes created in Notion using ChatGPT" flow is a business workflow to streamline the creation and management of meeting minutes.
It reduces the burden of creating meeting minutes and enables efficient information sharing.

■Who we recommend this template for:
・Those who manage meeting minutes in Notion but find it time-consuming to organize and summarize them.
・Those who find it challenging to manually organize detailed meeting minutes each time.
・Team leaders and project managers who want to share meeting content in an easy-to-understand manner.
・Those who want to smoothly share minutes and make decisions.
・Executives and managers who want to efficiently manage and update the content of minutes.
・Those who want to streamline regular meeting minute creation tasks.
・Those who want to automate tasks using AI and spend time on other important tasks.
・Those who want to focus on creative tasks.

■Precautions
・Please link Notion and ChatGPT with Yoom.
・By using the trigger with the Chrome extension, you can start the trigger directly from Notion.
・Please refer to the following for the setting method of the trigger using the Chrome extension.
https://intercom.help/yoom/ja/articles/8831921

See details Try it

Organize, summarize, and update meeting minutes created in Notion using AI.

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■Description
The "Use AI to organize, summarize, and update meeting minutes created in Notion" flow is a business workflow that streamlines the management of meeting minutes after meetings.
Yoom's AI function automatically organizes and summarizes the meeting minutes entered into Notion and updates them to the latest state.
This allows you to maintain high-quality meeting minutes without hassle and facilitate smooth information sharing across the team.

■Recommended for:
・Team leaders who manage meeting minutes using Notion but find organizing and summarizing time-consuming
・Project managers who want to efficiently share the contents of meeting minutes and facilitate smooth information sharing across the entire team
・Executives and administrative personnel who want to automate the creation of meeting minutes after meetings to improve business productivity

■Notes:
・Please connect Notion with Yoom.
・By using the trigger with the Chrome extension, you can directly activate triggers from Notion.
・Please refer to the following for information on setting up the trigger using the Chrome extension:
https://intercom.help/yoom/ja/articles/8831921

See details Try it

Example of Automation Using Stripe

Add When Payment is Made with Stripe

Payment data can be automatically reflected, facilitating information sharing and subsequent processing smoothly, and it is expected to prevent transcription errors such as amounts and customer information.

Add to Google Spreadsheet when payment is made through Stripe

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This is a flow to add to Google Spreadsheet when a payment is made on Stripe.

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Add to Microsoft Excel when payment is made with Stripe

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This flow adds to Microsoft Excel when payment is made in Stripe.

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Notify when a payment is made with Stripe

By sharing information quickly without waiting for manual completion, you should be able to promptly start tasks that need to be done after the payment is completed.

Notify Microsoft Teams when a payment is made on Stripe.

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This is a flow to notify Microsoft Teams when a payment is made on Stripe.

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Notify Google Chat when a payment is made on Stripe.

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This is the flow to notify Google Chat when a payment is made on Stripe.

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Notify Slack when a payment is made on Stripe.

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This flow notifies Slack when payment is made with Stripe.

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Automation Example Using Outlook

Automatically Reply to Emails from Outlook When Specific Actions Are Taken

By sending detailed notifications of actions via email to a specified address in Outlook, you should be able to respond promptly to customer inquiries.

Notify in Outlook when a ticket is created in Zendesk

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This is a flow that notifies Outlook every time a new ticket is created in Zendesk.

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When a task is completed in Asana, send a completion email notification in Outlook.

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When a task is completed in a specific project in Asana, send a completion email notification in Outlook

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When a form is submitted on Wix, automatically send a reply email from Outlook.

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■Overview
When an inquiry is submitted from a form on a website created with Wix, opening Outlook for each one to manually compose and send a reply email can be a time-consuming task.
There is also a risk of delayed responses or sending errors.
By using this workflow, you can automatically send an email with preset content from Outlook triggered by a submission to a Wix form, enabling reliable first responses and helping improve customer satisfaction.

■Recommended for
・Those who operate a site on Wix and spend a lot of time handling inquiries from forms
・Staff who feel manual template email replies using Outlook are inefficient
・Those who want to automate the first response to leads from forms

■Notes
・Please connect Yoom with both Wix and Outlook.
・Wix outputs can be obtained via JSONPath. For retrieval methods, please see the link below.
https://intercom.help/yoom/en/articles/9103858
・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.

See details Try it

Store Survey Results Received in Outlook

By storing survey results received in Outlook in an information management tool, the management of survey data will be more efficient.

Outlookで受け取ったアンケート結果をGoogle スプレッドシートに格納する

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This is a flow to store survey results received in Outlook into Google Sheets.

■Notes
・Please connect both Outlook and Google Sheets to Yoom.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval may vary depending on your plan.
・Microsoft365 (formerly Office365) has home plans and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan.
・AI operations are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flowbot will result in errors, so please be aware of that.
・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).

See details Try it

Outlookで受け取ったアンケート結果をMicrosoft Excelに格納する

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This is a flow to store survey results received in Outlook in Microsoft Excel.

■Notes
・Please link both Outlook and Microsoft Excel with Yoom.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan can have a free trial for 2 weeks. During the free trial, you can use restricted applications and AI features (operations).
・Microsoft365 (formerly Office365) has Home Plan and Business Plan (Microsoft365 Business). Authentication may fail if you are not subscribed to the Business Plan.

See details Try it

Outlookで受け取ったアンケート結果をSalesforceに格納する

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This is a flow to store the survey results received in Outlook into Salesforce.

■Notes
・Please integrate Yoom with both Outlook and Salesforce.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval differs depending on the plan.
・Microsoft365 (formerly Office365) has plans for both home and business (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the flowbot operations will result in an error, so please be careful.
・Paid plans like Team Plan and Success Plan can be tried for free for 2 weeks. During the free trial, you can use restricted apps and AI features (operations).

See details Try it

Benefits of Integrating Notion, Stripe, and Outlook

1. Improved Payment Process Efficiency

By creating Stripe payment links in Notion and sending emails with the links attached to customers via Outlook, you can make payment operations more efficient.
For example, by generating payment links in Stripe based on customer information managed in Notion and automatically sending emails, you can eliminate manual work and expect a reduction in traditional work time.
As operations proceed smoothly, each staff member may be able to make better use of limited resources.

2. Visualization of Payment Handling Status

By utilizing Notion's database functionality, you can consistently perform tasks from creating payment links in Stripe to sending emails in Outlook, making it easy to check the status of payment notifications on the Notion side.
For instance, there might be times when you are unsure if you have sent payment links to customers using regular services.
By implementing this automation flow, you can send payment link notifications with just an operation from a specific page in Notion, making it easy to understand which customers have received payment notifications, thereby stabilizing cash flow.

3. Prevention of Human Errors

Manual invoice creation and payment link sending can lead to incorrect link entries or customer information sending errors.
By integrating Notion, Stripe, and Outlook, tasks are automated, potentially minimizing these human errors.
For example, by reflecting accurate data managed in Notion directly in Stripe and sending it via Outlook, you can reduce the risk of misdelivery or information leakage.
Managing accurate data can also lead to increased trust from customers.

Conclusion

By incorporating the app integration of Notion, Stripe, and Outlook introduced here into your operations, you can achieve automation and efficiency in payment operations, which are part of daily tasks.
Creating payment links based on Notion's database also helps prevent human errors and should contribute to improving the overall productivity of your business.
Additionally, by automatically sending emails via Outlook, you can minimize operational time lags.

Please take advantage of Yoom to experience automation through app integration.