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

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

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 using Stripe in 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 payment efficiency and reduce the burden on those responsible.
Additionally, this article introduces a method to create payment links with just one click from the Notion screen, so please take advantage of it.

Recommended for

・Those who regularly use Notion, Stripe, and Gmail
・Those responsible for customer management using digital tools
・Team leaders who want to prevent human errors
・Those who want to reduce the burden of payment operations and improve work 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 Work Efficiency by Reducing Manual Tasks

By combining Notion, Stripe, and Gmail, you can automate repetitive tasks such as manual link creation and email sending. 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, allowing for quick billing while preventing human errors. This allows sales and back-office resources to focus on other important tasks.

Benefit 2: Centralized Management of 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 deadlines 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, registering a fixed fee in a template allows for accurate billing without customization for each customer. This system is also effective when offering multiple pricing plans, improving the reliability and efficiency of the billing process.

[About Yoom]

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 specific pages in 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 achieved 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

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

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

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

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, enter "Notion" in the search window and select "Notion" from the displayed options.
Then, you will be taken to the access request screen, where you should click "Select a 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 a My App.
Similarly, enter "Stripe" in the search window and select "Stripe" from the displayed options.
Enter the "Account Name" and "Access Token" and add them.

Finally, register "Gmail" as a My App.
Similarly, enter "Gmail" in the search window and select "Gmail" from the displayed options.

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

When the following screen appears, check "Select all" for "Accessible information" and click "Continue".

This completes the registration of My Apps for the three applications!

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, to confirm "Select and launch the page on the database", make a selection.

When the screen below appears, please install the "Chrome extension".
*If already installed, this is not necessary.
Select "Select and launch the page on the database" for "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, we will proceed with "Retrieving Records".

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

Next, input 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.

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

Enter the "Price ID" and "Quantity". When you click, candidates will appear in the output section, so select from there.
Additionally, you can 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".

Confirm that there are no mistakes in the account information linked 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 if 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 corner "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 and 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, we introduce a method to reflect client data in freee Accounting with just one click.
Entering detailed client data can be a tedious task, so being able to reflect it with one click can lead to increased efficiency in your work!

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

The last method we introduce is the setting to receive notifications in Google Chat when a payment is completed in Stripe.
By incorporating an automated flow, you can proceed smoothly with responses, and if you can advance other tasks even a little, it helps improve work efficiency.

Summary

Automating billing processes is a crucial means to enhance business efficiency and reliability. By integrating Notion, Stripe, and Gmail, you can benefit from reduced manual work, centralized payment management, and prevention of billing errors. This is a great opportunity to optimize your billing flow and improve operational efficiency by leveraging integration between tools.
Consider using Yoom to try automation through app integration without any coding.

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