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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!
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!
■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.
[What is Yoom]
Let's create a flow bot using the template "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:
If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.
(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.
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.
■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.
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.)
(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].
(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].
(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.
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
■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.
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!
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.
■Overview
The "Add Gmail Content to Notion" flow is a business workflow that streamlines email management and information organization.
It eliminates the hassle of manually transferring the large volume of Gmail emails received daily to Notion, automatically organizing and saving the necessary information.
This ensures that important email content is managed without omission, facilitating smooth information sharing within the team.
For those using Notion for project management or task tracking, the automatic addition of email content is particularly convenient.
Please take advantage of this workflow to make your daily operations smarter.
■Recommended for
■Benefits of using this template
■Overview
The "Summarize Gmail Content with AI and Add to Notion" workflow is a business workflow designed to streamline email management and information organization.
Manually organizing daily Gmail inboxes can be time-consuming. Especially when dealing with a large volume of emails, the risk of missing important information increases. By utilizing this workflow, you can automatically summarize received emails with AI and organize and save them in Notion. This allows for quick access to necessary information, improving work efficiency.
■Recommended for
■Benefits of using this template
■Overview
The "Summarize Outlook Emails and Add to Notion" workflow reduces the burden of data entry tasks.
It automatically adds the content of emails from clients, preventing any omissions.
■Recommended for
■Benefits of Using This Template
By implementing a flow that adds Outlook email content to Notion, you can manage important information quickly.
This automation minimizes the effort required for information organization.
Summaries of each received email are quickly reflected in Notion, enabling prompt and appropriate responses.
Since all members can share the same information, team coordination becomes smoother, and decision-making speeds up.
It simultaneously achieves operational efficiency and accurate data management, contributing to improved business quality.
By utilizing AI, the accuracy of summaries improves, making it easier to confirm the necessary information.
■Overview
The workflow of "Organizing and summarizing meeting minutes created in Notion with Gemini and updating them" is an automated process that streamlines the creation and sharing of meeting minutes after meetings.
Gemini efficiently organizes and summarizes the detailed meeting content recorded in Notion, allowing for automatic updates with the latest information.
■Recommended for
■Benefits of using this template
It eliminates the need for manual organization and summarization tasks in Notion, reducing work time.
With the automatic updating of meeting minutes in Notion, it is possible to share the latest minutes with the entire team at all times.
It contributes to the efficiency of tasks related to creating meeting minutes, allowing you to focus on other important tasks.
■Overview
The flow of "Organizing, summarizing, and updating meeting minutes created in Notion with ChatGPT" is a business workflow that streamlines the creation and management of meeting minutes.
It reduces the burden of creating minutes and enables efficient information sharing.
■Recommended for those who
■Benefits of using this template
By automating the organization and summarization of meeting minutes, you can reduce the time spent on manual tasks.
Since the updating of minutes is completed within Notion, information is no longer dispersed, making it easy to verify.
Additionally, ChatGPT's summarization prevents the omission of important points and allows for efficient organization of the content of the minutes.
■Overview
The flow of "Organizing, summarizing, and updating meeting minutes created in Notion using AI" is a business workflow that streamlines the management of meeting minutes after meetings.
The AI function of Yoom automatically organizes and summarizes the meeting minutes entered in Notion and updates them to the latest state.
This allows you to maintain high-quality meeting minutes without hassle and facilitates smooth information sharing across the team.
■Recommended for
■Benefits of using this template
This flow automates the organization and summarization of meeting minutes, contributing to a reduction in work hours.
By utilizing AI, the accuracy of summaries is improved, making it easier to confirm important information.
Additionally, integration with Notion allows the team to always share the latest meeting minutes.
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.
■Overview
This is a flow that adds a payment made on Stripe to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies using Stripe for payment processing
・Those who want to utilize payment data completed on Stripe in other apps
・Those who want to eliminate the hassle of manually transferring data
2. Those using Google Spreadsheets for business
・Those managing payment data with Google Spreadsheets
・Those who want to expedite post-payment administrative tasks and analysis work utilizing payment data
■Benefits of using this template
Stripe is a convenient tool that supports various payment processes. However, when utilizing payment data in other systems or apps, manually transferring data each time a payment is completed can decrease work efficiency.
By implementing this flow, you can automatically reflect payment data in Google Spreadsheets, facilitating smooth information sharing and subsequent processing. It also helps prevent transcription errors of amounts and customer information.
■Notes
・Please integrate both Stripe and Google Spreadsheets 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 subject to restrictions.
■Overview
This is a flow that adds payments made through Stripe to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Companies using Stripe for payment processing
・Those who want to utilize payment data completed with Stripe in other apps
・Those who want to eliminate the hassle of manually transferring data
2. Those who use Microsoft Excel for business
・Those aiming to expedite post-payment administrative tasks and analysis work utilizing payment data
■Benefits of using this template
Stripe is a convenient tool that supports various payment processes. However, when utilizing payment data in other systems or apps, manually transferring data each time a payment is completed can decrease work efficiency.
By implementing this flow, you can automatically reflect payment data in Microsoft Excel, facilitating smooth information sharing and subsequent processes. It also helps prevent transcription errors in amounts and customer information.
■Notes
・Please integrate Yoom with both Stripe and Microsoft Excel.
・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 normally restricted.
・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
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.
■Overview
This is a flow that notifies Microsoft Teams when a payment is made via Stripe.
■Recommended for
1. Companies that accept payments via Stripe
・Those managing completed payments on Stripe
・Those utilizing it to streamline online payments
2. Those who use Microsoft Teams 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 can lead to improved customer satisfaction as it allows for a wide range of payment methods.
However, having to manually confirm completed payments on Stripe can be a factor that hinders productivity.
By utilizing this flow, you can immediately notify Microsoft Teams when a payment is completed on Stripe, facilitating smooth information sharing within the team.
Knowing the completion of payments quickly allows for smooth subsequent operations, thereby improving efficiency.
■Notes
・Please integrate both Stripe and Microsoft Teams 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 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.
・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.
■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 sending detailed notifications of actions via email to a specified address in Outlook, you should be able to respond promptly to customer inquiries.
■Overview
This is a flow where a notification is sent to Outlook every time a new ticket is created in Zendesk.
By integrating Zendesk and Outlook, you can customize the created tickets and automatically post the content to Outlook, eliminating any gaps or omissions in information management.
Feel free to change the content sent to Outlook as you wish.
■Notes
・Please integrate Yoom with both Outlook and Zendesk.
・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.
・Zendesk is an app that can only be used with the Team Plan and Success Plan.
・For the 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 the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
When a task is completed in Asana, an email notification of completion will be sent via Outlook to the specified email address.
The content of the notification and the recipient's email address can be freely customized.
■Notes
・Integration settings with accounts are required for both Asana and Outlook.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow where an email is automatically sent from Outlook when a form is submitted on Wix.
■Recommended for
1. Those who have built a website with Wix and have set up contact forms, etc.
・Those who want to quickly send a reply email to form submitters
・Those who want to reduce the hassle of replying to emails and improve work efficiency
2. Those who want to send personalized replies according to the inquiry content
・Those aiming to improve customer satisfaction
■Benefits of using this template
Collecting inquiries and customer information from forms on Wix plays a very important role in business.
However, every time an inquiry is submitted through a form, opening Outlook to check and manually creating and sending a reply email may lead to delays in response.
By implementing this flow, when a form is submitted on Wix, a reply email is automatically sent from Outlook in real-time.
This not only allows for quick responses to customer inquiries but also reduces the burden on the person in charge, leading to improved work efficiency.
■Notes
・Please integrate Wix and Outlook with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.
By storing survey results received in Outlook in an information management tool, the management of survey data will be more efficient.
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.
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.
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.
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.
