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

[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 "New Connection".

‍

‍

(2) Click on the Notion app icon that appears.
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, 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.

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".
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

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.

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.

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.

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.

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.

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.

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.