How to integrate Notion, Stripe, and Gmail to create a Stripe payment link from Notion and send it via Gmail

For managers and staff of e-commerce sites that have implemented online payments, streamlining billing operations and reducing errors are important challenges. Manually creating payment links and sending them via email is time-consuming and can lead to human errors. Therefore, we introduce a method to create payment links for Stripe using Notion and send them via Gmail. This automation significantly streamlines the billing process and enables quick responses to clients. By incorporating this into your operations, you can improve the efficiency of payment tasks and reduce the burden on those responsible.
Additionally, this article introduces a method to create payment links with a single click from the Notion screen, so please take advantage of it.

Recommended for

・Those who regularly use Notion, Stripe, and Gmail
・Those responsible for managing customers using digital tools
・Team leaders who want to prevent human errors
・Those who want to reduce the burden of payment tasks and improve operational efficiency
・Business owners who want to consolidate data and enhance transparency in customer management

Benefits and Examples of Integrating Notion and Stripe

Benefit 1: Improve Operational Efficiency by Reducing Manual Tasks

By combining Notion, Stripe, and Gmail, you can automate repetitive tasks such as manually creating links and sending emails. Implementing this system can significantly reduce the time required to create and send payment links to each customer.
For example, you can centrally manage a list of customers who require regular billing in Notion and automatically generate Stripe payment links from that information. The generated links are automatically sent via Gmail, enabling quick billing while preventing human errors. This allows sales and back-office resources to focus on other important tasks.

Benefit 2: Centrally Manage Payment Status for Each Customer

By managing Stripe payment links in Notion, you can visually grasp each customer's payment history and outstanding status.
Specifically, you can link payment links and due dates for each customer in Notion's database and set up a system to automatically send reminder emails to customers with outstanding payments. This makes it easier to follow up on invoices and improves cash flow. This centralized management is particularly effective when billing tasks are shared among multiple people or in businesses with a large number of customers.

Benefit 3: Prevent Billing Errors

Automatically generating Stripe payment links from Notion can prevent input errors in amounts and payment terms. In manual input, it is easy to make mistakes in billing amounts or omit information, but using templated settings can reduce these risks.
For example, if you offer a monthly subscription service, you can register a fixed fee in the template to ensure accurate billing without customizing for each customer. This system is also effective when offering multiple pricing plans, improving the reliability and efficiency of the billing process.

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How to Create Stripe Payment Links from Notion and Send Them via Gmail

This can be achieved by using a Chrome extension as a trigger to receive records from a specific page on Notion's database via Notion's API and create payment links in Stripe using Stripe's API. The generated links can also be automatically sent via Gmail through Yoom.
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 is broadly divided into the following processes.

・Register Notion, Stripe, and Outlook as My Apps
・Copy the template
・Set up the Notion Chrome extension trigger and Stripe settings
・Turn on the trigger button and verify the integration operation of Notion, Stripe, and Outlook

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Step 1: Connect My Apps with Notion, Stripe, and Gmail

First, register the apps you will use as My Apps.
By registering My Apps in advance, you can proceed smoothly with the flow settings.

Let's start by registering Notion.
Access the My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, type "Notion" in the search box and select "Notion" from the displayed options.
Then, you will see the access request screen, where you should click "Select Page."

After that, select the items you want to link with your Yoom account and click "Allow Access" to complete the process.

Next, register "Stripe" as My App.
Similarly, type "Stripe" in the search box and select "Stripe" from the displayed options.
Enter the "Account Name" and "Access Token" and add them.

Finally, register "Gmail" as My App as well.
Similarly, type "Gmail" in the search box and select "Gmail" from the displayed options.

When the screen below appears, select "Sign in with Google," choose your "Account," and click Next.

When the screen below appears, check "Select All" for "Information that can be accessed" and click "Continue."

This completes the registration of the three apps as My Apps!

Step 2: Set a Trigger to Create a Payment Link in Stripe from Notion

Now, let's proceed with the automation settings.
Click "Try it" on the banner below to copy the template.
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When you click, an image like the one below will appear, so press "OK".

When the following screen is displayed, first check the "Title" and description.
If changes are necessary, you can click on the relevant part to make changes.

First, select "Select and launch a page on the database" to confirm.

When the screen below appears, please install the "Chrome extension".
* If you have already installed it, this is not necessary.
Select "Select and launch a page on the database" as the "Action when launching from the extension" and click "Next".

Next, enter the URL of the page opened on the Notion database.
After entering, click "Test" and if there are no issues, click "Save".

Next, let's "Retrieve Records".

Set the database app to "Notion".
Check that there are no mistakes in the "Account information to link with Notion", select the execution action, enter the "Database ID", and click "Next".

Next, enter the information obtained from the previous step.
This time, as an example, specify and set the product name.

Once set, click "Test", and if there are no issues, click "Save".

Step 3: Create a Stripe Payment Link

Next, let's set up the Stripe payment link.

Check that there are no mistakes in the "Account information to link with Stripe" and proceed to the next step.

Enter the "Price ID" and "Quantity". When you click, suggestions will appear in the output section, so select from there.
You can also choose whether to allow customers to adjust the quantity, so select as needed.

After entering the information, click "Test", and if there are no issues, click "Save" to complete!

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Step 4: Set the Content of the Email to be Sent with Gmail

Next, let's set up "Gmail".

Check that there are no mistakes in the account information to link with Gmail.

Next, create the content of the email. Enter the required fields: 【To】【Subject】【Body】.
If necessary, enter/attach 【CC】【BCC】【Sender's Name】【Attachments】.

From the detailed settings below, you can also set up pre-confirmation.

Once the above input and settings are complete, press "Next", check that there are no issues with the content, click "Test", and if there are no issues, press "Save".
This completes all the settings!

Finally, if you turn the trigger button in the top right to "ON", you can automatically start the flow bot.

Thank you for your hard work on the setup.

Other Automation Examples Using Notion and Stripe

There are many other examples of automation using Notion and Stripe on Yoom, so let me introduce them.

1. Integrate Square with Notion to register in Notion when a payment is completed in Square‍

The first example is a flow that registers data in Notion when a payment is completed in Square using Notion and Square. When data is automatically entered into Notion, you can rest assured that there are no mistakes or omissions.‍

2. How to Integrate Notion with freee Accounting to Reflect Client Data in freee Accounting with One Click

Next, I will introduce a method to reflect client data in freee Accounting with one click.
Entering detailed client data is a tedious task, so being able to reflect it with one click will lead to improved work efficiency!

3. How to integrate Stripe with Google Chat to receive notifications in Google Chat when a payment is made in Stripe

The last setup we will introduce is configuring notifications in Google Chat when a payment is completed in Stripe.
By incorporating an automated flow, you can ensure a smoother response process, which helps improve work efficiency by allowing you to focus on other tasks, even if just a little.

Summary

Automating billing processes is a crucial means to enhance business efficiency and reliability. By integrating Notion, Stripe, and Gmail, you can gain benefits such as reducing manual tasks, centrally managing payment statuses, and preventing billing errors. Why not take this opportunity to optimize your billing flow and improve operational efficiency by leveraging integration between tools?
Try using Yoom to experiment with automation through app integration without any coding.

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