How to integrate Notion, Stripe, and Outlook to create a payment link in Stripe from Notion and send it via Outlook
How to Integrate Applications
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2025/01/08
How to integrate Notion, Stripe, and Outlook to create a payment link in Stripe from Notion and send it via Outlook
k.ueno
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 must be done quickly and accurately. In the pursuit of daily operational efficiency, integrating Notion, Stripe, and Outlook using Yoom offers significant benefits, such as preventing human errors and achieving accurate data management. This article explains how to set up an automated flow to create a payment link from Notion, send it via Outlook, and the benefits of implementing it. By incorporating it into your operations, you can streamline payment tasks and reduce the burden on staff, so please take a look.
Recommended for
Those who use Notion, Stripe, and Outlook in their work
Business owners who want to enhance transparency in customer management and payment status
Team leaders who want to prevent human errors
Those aiming for centralized data management
Those who want to reduce the burden and speed up payment tasks
Benefits and Examples of Integrating Notion, Stripe, and Outlook
1. Improving Payment Process Efficiency
By creating a payment link in Stripe using Notion and sending an email with the link attached to customers via Outlook, payment tasks can be performed more efficiently. For example, by generating a payment link in Stripe based on customer information managed in Notion and automatically sending the email, manual work can be eliminated, and a reduction in traditional work time can be expected. As operations proceed smoothly, each staff member may be able to make better use of limited resources.
2. Visualizing Payment Status
By utilizing Notion's database function, the process from creating a payment link in Stripe to sending an email via Outlook can be consistently performed, making it easy to check the status of payment instructions on the Notion side. For example, there may be times when you are unsure whether a payment link has been sent to customers using regular services. By implementing this automated flow, you can easily send payment link instructions from a specific page in Notion, making it easy to understand which customers have received payment instructions, thereby stabilizing cash flow.
3. Preventing Human Errors
Manually creating invoices and sending payment links can lead to incorrect link entries or customer information sending errors. By integrating Notion, Stripe, and Outlook, tasks are automated, minimizing these human errors. For example, by reflecting accurate data managed in Notion directly into Stripe and sending it via Outlook, the risk of misdelivery or information leakage can be reduced. Managing accurate data can also lead to increased trust from customers.
Now, let's create a flow bot using the template "Create a payment link from Notion and send it via Outlook".
[What is Yoom]
How to Create a Payment Link from Notion and Send It via Outlook
It is possible to achieve this by using a Chrome extension as a trigger to receive records from a specific page in Notion's database via Notion's API and create a payment link in Stripe using Stripe's API. Additionally, by using Outlook's API, the created payment link can be sent via email in Outlook. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.
The work until the flow is completed proceeds as follows.
Integration of Notion, Stripe, and Outlook My Apps
Copy the template
Set up the Notion Chrome extension trigger, Stripe settings, and subsequent Outlook operations
Turn on the trigger
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
・Connect Notion, Stripe, and Outlook to My Apps
(1) First, connect Notion to My Apps. After logging into your Yoom account, click on "My Apps" in the left column and search for Notion from "New Connection".
(2) The Notion app icon will appear, click on it. On the next screen, click [Select Page].
Select the page you want to link with your Yoom account and click [Allow Access] to complete the connection.
(3) Next, connect the Stripe app. Select Stripe in the same way as registering Notion to My Apps.
(4) Enter the "Account Name" and "Access Token" for the Stripe you want to connect, and click [Add]. For details on how to register Stripe to My Apps, please check this page.
・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 have 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 subject to restrictions.
(5) Now that the Stripe app connection is complete, let's connect the third app, Outlook. Search for the Outlook app icon in the same way and click on it.
(6) After clicking the Outlook app icon, you will be taken to the sign-in screen, but no further action is required, and the connection will be completed instantly. ・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.
Once the settings are correctly configured, you will be taken 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 Template
After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try This Template" in the template below.
The template will be copied, so 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 and create a flow bot as follows. (Dummy values are entered in the database.)
・Check the Notion Chrome Extension Trigger
(1) First, check the Chrome extension that will be the trigger. For 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 first action, "Select and launch a page on the database" icon of the Chrome extension.
(3) The red part of the above image says "Install the Chrome extension from here". 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 setup, enter the account information to link with Notion and click [Next].
(5) On the next screen, enter information according to the annotation in the "Sample URL of the launch page" field. Enter the URL of the page opened in a side peek or similar on the Notion database into the form. After entering, click [Test] and if there are no issues, click [Save].
Note that at this step, it is possible to obtain information pre-stored in Notion as output. The output information can be quoted and utilized in subsequent steps, as noted in the annotation "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. When you click 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". Clicking the input bar allows you to quote 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 "Price ID" and "Quantity" fields. As shown in the image below, clicking the input bar allows you to quote the output obtained from the previous step.
(4) The "Allow customers to adjust quantity" field 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 quote the output obtained from the previous step. (As an example, the email address information is quoted from the second step.)
(4) Enter the message to be sent to the recipient in the "Body". The image below quotes 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 or click the red frame part to set it as a "Pre-confirmation setting" to confirm before execution.
(5) On the next screen, check the email content. For 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 Trigger" on the screen below, the flow bot will start automatically.
Here is the template used this time
Other Automation Examples Using Notion, Stripe, and Outlook
There are other examples of automation using Notion, Stripe, and Outlook available on Yoom, so let me introduce a few.
Create a Payment Link from Notion for Stripe and Send It via Yoom Mail
This is an adaptation of the template introduced earlier, using Yoom Mail for sending emails. By using a trigger with the Chrome extension, you can directly activate the trigger from Notion. Incorporating an automation flow can reduce the time needed to create links, potentially allowing you to focus more on customer service than before.
Create a Stripe Payment Link from Notion and Send it via Gmail
This is the version where the email sending part of the introduced template is done through Gmail. By triggering a Chrome extension from a specific Notion page, you can automatically create a Stripe payment link. The payment link created in Stripe can be sent via Gmail, allowing you to expedite billing operations.
Create a Stripe Payment Link from Airtable and Send it via Outlook
This is an automated flow that creates a Stripe payment link from the Airtable record detail page and automatically sends it to the customer via Outlook. It eliminates the need for manual data entry, link creation, and email sending, thereby reducing workload and preventing human errors.
Summary
By incorporating the app integration of Notion, Stripe, and Outlook introduced this time into your business, you can achieve automation and efficiency in routine payment tasks. Creating payment links based on Notion's database helps prevent human errors and contributes to improving overall business productivity. Furthermore, by automatically sending emails with Outlook, you can minimize operational time lags as much as possible.
Please take advantage of Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
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