"Isn't there an easier way to create customers and products in Stripe from Slack posts..." If you can shorten the routine tasks that occur in your daily work, it seems like you can reduce the workload. When creating customers and products manually, you cannot avoid the risk of registration errors or omissions. If you register incorrectly once, correction work will also occur, and it feels like a waste of working time. Such tedious tasks can be easily automated by integrating Slack and Stripe! Additionally, you can notify other chat tools of content posted on Slack or add Stripe payment information to a database.
This time, we will explain what you can do by integrating Slack and Stripe and how to set up automation, so please read to the end.
For those who want to try it quickly
By using Yoom, you can easily integrate Slack and Stripe without any code. Yoom provides templates for integrating Slack and Stripe in advance, so you can achieve integration immediately just by registering, even without API knowledge.
Create a customer in Stripe based on the content of a Slack post.
■ Overview The flow "Create a customer in Stripe based on Slack post content" is a business workflow to streamline sales activities and customer support. It captures interactions and customer information on Slack in real time and automatically registers customer information in Stripe. This reduces manual data entry and provides an environment where the sales team can respond more quickly.
■ Recommended for those: - Sales personnel who frequently handle customer interactions on Slack and want to automate customer management in Stripe. - Team leaders who are looking to improve work efficiency due to time spent on manual customer registration. - Business owners who are already utilizing Slack and Stripe and aim to improve operations through integration. - Business operators who want to reduce input errors in customer information and achieve accurate data management.
■ Precautions - Connect Yoom with both Slack and Stripe. - The trigger interval options are 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - Please note that the minimum trigger interval may vary depending on the plan. - [Stripe] is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set for Flowbot will result in an error, so please be cautious. - 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.
By integrating Slack and Stripe's APIs, you can automatically transfer data from Slack to Stripe! For example, you can automatically perform data transfers like the ones below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Slack and Stripe. Registration takes only 30 seconds, so feel free to give it a try!
Create a Customer in Stripe Based on Slack Posts
This flow is recommended for those who manually register Slack post content into Stripe. If you can add it automatically, it seems you can prevent input errors and omissions.
Create a customer in Stripe based on the content of a Slack post.
■ Overview The flow "Create a customer in Stripe based on Slack post content" is a business workflow to streamline sales activities and customer support. It captures interactions and customer information on Slack in real time and automatically registers customer information in Stripe. This reduces manual data entry and provides an environment where the sales team can respond more quickly.
■ Recommended for those: - Sales personnel who frequently handle customer interactions on Slack and want to automate customer management in Stripe. - Team leaders who are looking to improve work efficiency due to time spent on manual customer registration. - Business owners who are already utilizing Slack and Stripe and aim to improve operations through integration. - Business operators who want to reduce input errors in customer information and achieve accurate data management.
■ Precautions - Connect Yoom with both Slack and Stripe. - The trigger interval options are 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - Please note that the minimum trigger interval may vary depending on the plan. - [Stripe] is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set for Flowbot will result in an error, so please be cautious. - 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.
■Overview The 'Create a product in Stripe based on Slack post content' workflow is a business workflow that automatically registers ideas or requests from Slack as products in Stripe. This allows for the rapid productization of information shared within the team and smooth progression of the sales process.
■Recommended for - Teams that use Slack daily to share product ideas - Business owners looking to streamline product management in Stripe - Administrators spending time on manual product registration - IT personnel who want to automate business processes using API integration
■Notes - Please integrate both Slack and Stripe with Yoom. - The trigger interval can be chosen from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - The shortest trigger interval varies according to the plan, so please be aware. - 【Stripe】 is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful. - Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, restricted apps can be used.
Now, let's go ahead and create a flow that integrates Slack and Stripe! We'll use the no-code tool Yoom to proceed with the integration of Slack and Stripe. If you don't have a Yoom account yet, you can create one from this registration form.
[What is Yoom]
This time, we will create a flow bot that "creates a customer in Stripe based on the content posted in Slack"!
The creation process is broadly divided into the following steps.
Integrate Slack and Stripe with My Apps
Copy the template
Set up Slack triggers and Stripe actions
Set the trigger to ON and complete the preparation for flow operation
Create a customer in Stripe based on the content of a Slack post.
■ Overview The flow "Create a customer in Stripe based on Slack post content" is a business workflow to streamline sales activities and customer support. It captures interactions and customer information on Slack in real time and automatically registers customer information in Stripe. This reduces manual data entry and provides an environment where the sales team can respond more quickly.
■ Recommended for those: - Sales personnel who frequently handle customer interactions on Slack and want to automate customer management in Stripe. - Team leaders who are looking to improve work efficiency due to time spent on manual customer registration. - Business owners who are already utilizing Slack and Stripe and aim to improve operations through integration. - Business operators who want to reduce input errors in customer information and achieve accurate data management.
■ Precautions - Connect Yoom with both Slack and Stripe. - The trigger interval options are 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - Please note that the minimum trigger interval may vary depending on the plan. - [Stripe] is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set for Flowbot will result in an error, so please be cautious. - 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.
Before setting up Flowbot, let's connect Yoom with each app.
Steps to Register My Apps on Slack
Once logged into Yoom, select My Apps and click on Add.
Utilize the search window in the My Apps list and select Slack.
On the screen requesting Yoom's permission to access the workspace, select the channel name you want to connect with in "Search for Channels" and choose Allow. For more details on how to register My Apps on Slack, please refer to this guide.
This completes the registration of My Apps on Slack.
Steps to Register My Apps on Stripe
Note: Stripe is an app available on some paid plans. For Free and Mini plans, the operations and data connections of the configured Flowbot will result in errors. Paid plans such as Team Plan and Success Plan offer a 2-week free trial, during which you can use apps that are otherwise restricted.
Now, let's connect Stripe with Yoom. As before, select My Apps → Add.
Search for Stripe in the app list using the search window and select it.
Enter the account name and access token, then click Add. For more details on how to register My Apps on Stripe, please refer to this guide.
This completes the registration of My Apps on Stripe.
Step 2: Copy the Template
In Yoom, you can create a Flowbot from scratch. In this article, let's use a template to proceed with the setup more easily. Click the banner below to make a copy.
Create a customer in Stripe based on the content of a Slack post.
■ Overview The flow "Create a customer in Stripe based on Slack post content" is a business workflow to streamline sales activities and customer support. It captures interactions and customer information on Slack in real time and automatically registers customer information in Stripe. This reduces manual data entry and provides an environment where the sales team can respond more quickly.
■ Recommended for those: - Sales personnel who frequently handle customer interactions on Slack and want to automate customer management in Stripe. - Team leaders who are looking to improve work efficiency due to time spent on manual customer registration. - Business owners who are already utilizing Slack and Stripe and aim to improve operations through integration. - Business operators who want to reduce input errors in customer information and achieve accurate data management.
■ Precautions - Connect Yoom with both Slack and Stripe. - The trigger interval options are 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - Please note that the minimum trigger interval may vary depending on the plan. - [Stripe] is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set for Flowbot will result in an error, so please be cautious. - 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.
Now you have copied the template. The copied template is saved in My Projects in Yoom.
Step 3: Set up the Slack Trigger
Next, let's set up the Flowbot. Click on "When a new message is posted in the channel" in the copied template.
Select the Linked Account and Action
The title is pre-filled but can be changed. The account information connected to Slack is associated with the account registered in My Apps. If you have registered multiple accounts, make sure it is the account you want to link. Select "When a new message is posted to a channel" as the trigger action and click Next.
API Connection Settings for the App Trigger
Set the trigger interval. ※ The trigger interval varies depending on the plan, so please be careful. Select the channel ID from the candidates. After setting, post a new message to the channel in Slack and run the test.
If the Slack information can be retrieved, the test is successful. Once this is done, save it.
Step 4: Extract Data from Text
Next, click on "Extract Data from Text".
Select Action
The title can be changed. Select the conversion type according to the number of characters. After setting, click Next.
Set Details
For the target text, select "Message Text" from the retrieved value by the Slack trigger. Retrieved value refers to the values obtained by triggers and actions. If you do not use the retrieved value for the target text, the sentence will be fixed and the Flowbot will be activated, so be sure to use the retrieved value!
Enter the items you want to extract and run the test.
If you can retrieve the items you want to extract from the Slack message content, save it.
Step 5: Set up Stripe Action
This is the final setup step. Click "Create Customer".
Select the Linked Account and Action
The title can be changed. Check the account information linked with Stripe. Select "Create Customer" as the action and click Next.
API Connection Settings
Select the retrieved values from the "Extract Data from Text" action for the customer name, email address, and phone number. After setting, run the test and if the information can be added to Stripe, save it.
After saving, turn on the trigger and check the operation!
Now the Flowbot setup is complete.
If you want to link Stripe data to Slack
This time, we introduced how to link data from Slack to Stripe, but it is also possible to link data from Stripe to Slack. Please also use the template below.
Notify Slack when a payment is made in Stripe
By utilizing this template, you will be able to check the payment status of Stripe in Slack. Since you can check without moving between tools, work efficiency is likely to improve.
This is recommended for those who want to smoothly share information within the team, as it allows you to notify Slack of failed payment information on Stripe.
■Overview The Yoom workflow 'Notify on Slack When Payment via Stripe Fails' is a business workflow that sends real-time notifications to Slack when a payment fails on Stripe. This allows immediate awareness of payment issues and enables quick response. By utilizing Yoom's API integration and RPA functionalities to automate manual checks, it supports increased operational efficiency and customer satisfaction.
■Who This Template is Recommended For - Operators of online shops or services using Stripe, who require prompt response to payment failures - Support teams who want to efficiently handle payment issues by sharing information immediately - IT professionals at companies seeking to streamline operations by automating payment-related monitoring - Executives looking to improve business processes and strengthen overall team collaboration
■Precautions - Ensure to integrate both Stripe and Slack 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 or data connections set in Flowbot will result in an error, so please be cautious. - Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use the apps that are subject to restrictions.
■Overview The 'Move Box files based on specific Slack posts' flow is a business workflow that seamlessly integrates team communication and file management. By automatically moving files notified on Slack to a specified folder in Box, information can be easily organized and tidied up.
■Recommended for - Team leaders who regularly use Slack and Box and feel challenged in organizing information - Managers looking to efficiently manage project-related files - Business staff spending time on manual file moving tasks - IT personnel considering automation of business workflows
■Notes - Please integrate both Slack and Box with Yoom. - Branching is a feature (operation) available from the Mini Plan or higher. In the case of the Free Plan, the operations of the set flow bots will result in errors, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions. - Triggers can be set to start at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest startup interval varies depending on the plan.
■Overview The "Summarize meeting content and post to Slack after Google Meet ends" flow is a business workflow that streamlines the recording and sharing of online meetings. When a meeting on Google Meet ends, Yoom automatically transcribes the meeting audio into text, generates a summary using AI, and automatically posts the content to a designated Slack channel. This allows the meeting content to be easily shared with the entire team, preventing information leaks and duplication.
■Recommended for ・Business professionals who frequently use Google Meet and find it cumbersome to share meeting content ・Managers who want to facilitate smooth information sharing within the team using Slack ・Employees who do not want to spend time creating minutes after meetings ・Companies looking to improve communication efficiency in a remote work environment ・Those who want to achieve centralized information management and enhance team productivity
■Notes ・Please integrate Yoom with both Google Meet and Slack. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・The AI operations for OCR or transcribing audio are available only in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
■Overview Automatically sends a notification to Discord when a new message is posted on Slack. The content and destination of the notification can be customized.
■Notes It is necessary to set up account linking for both Slack and Discord. Please replace the Discord notification destination and message content with any desired values.
You can register customers with Stripe and receive notifications about payment statuses from Stripe. This is recommended for those who want to reduce manual operations and lighten the burden of administrative tasks.
Add to Google Spreadsheet when payment is made through Stripe
■Overview The "Register customer in Stripe when a contact is added to HubSpot" flow is a workflow that streamlines data management in sales activities. When a new contact is added in HubSpot, it is automatically registered as a customer in Stripe, eliminating the need for manual data entry and the hassle of managing information redundantly. This allows sales teams to focus more quickly on customer interactions.
■Recommended for: - Sales personnel who use both HubSpot and Stripe and are experiencing challenges with data integration - Business owners who want to centrally manage customer information and improve operational efficiency - Marketing personnel who want to reduce errors from manual data entry - IT administrators who want to automate data synchronization between HubSpot and Stripe - Companies looking to streamline the customer registration process and enhance sales efforts
■Notes - Please integrate each of HubSpot and Stripe with Yoom. - Stripe is only available with Team Plan and Success Plan. For the Free Plan and Mini Plan, operations and data connects set with Flow Bots will cause errors, so please be careful. - It is possible to conduct a free trial of paid plans such as Team Plan and Success Plan for two weeks. Restricted apps can be used during the free trial.
■ Overview The flow "When the subscription content changes in Stripe, add it to Notion" is a business workflow that streamlines subscription management operations. Subscription changes occur frequently, but manually reflecting that information in Notion is time-consuming. With this integration, when the subscription content is changed in Stripe, it is automatically added to Notion, allowing for smooth centralized management of information. This results in operational efficiency and error prevention.
■ Recommended for those who: - Business owners managing subscriptions using Stripe - Team leaders using Notion for project management or databases - Business personnel spending time on manual subscription information updates - Executives considering business process automation
■ Notes - Please integrate Stripe and Notion with Yoom. - 【Stripe】is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the Flowbot operations and data connect set will result in an error, 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 restricted apps.
By integrating Slack and Stripe, you can eliminate the hassle of creating customers and products in Stripe, thereby simplifying your operations. With this automation, you can easily add data to Stripe just by posting customer and product information to Slack. This allows you to prevent manual errors and proceed with your tasks swiftly. Especially for those utilizing multiple systems, this automation will be highly effective as it reduces the need to switch between systems.
If you are looking to "eliminate the hassle of manual data entry" or "accurately add customer information to Stripe," please consider creating a free account here. Registration takes just 30 seconds, so you can quickly sign up during your work!
If you want to reduce your daily workload even slightly, why not incorporate this automation?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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