・
By compiling payment data made through Stripe into a separate Google Spreadsheet, it should become easier to understand the sales of content and services, and data analysis should become more manageable. However, doesn't the task of manually transferring data to Google Spreadsheet every time there's a payment on Stripe feel a bit cumbersome? Therefore, this time, we introduce automation that links Stripe with Google Spreadsheet to reduce the hassle of manual input! This could potentially enhance the efficiency of managing payment data, providing tips on maximizing limited resources daily.
In this article, we will introduce how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, so even non-engineers can easily achieve this.
You can get started right away with the template below, so please give it a try!
■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.
Now, let's introduce the flow of linking apps using Yoom. First, register with Yoom. Yoom offers a 2-week trial, allowing you to test its usability through actual operation.
[What is Yoom]
This time, we will automate the process of "adding to Google Spreadsheet when a payment is made on Stripe" using the template below.
The connection flow this time is broadly divided into the following processes.
・Connect Stripe and Google Sheets to My Apps
・Set up Stripe to launch and retrieve information in real-time
・Set up to transfer data to Google Sheets
・Turn on the trigger button and check the connection operation between Stripe and Google Sheets
After completing the registration with Yoom, please select "My Apps" from the menu on the left.
Next, click the new connection button at the top right.
1. Search
Please select the Stripe icon.
2. Enter Required Fields
Enter the account name and access token.
Choose an easy-to-understand name for the account name, such as a company name or person in charge.
For more details on the access token, please check How to Register My App in Stripe.
3. Add
Once you have entered the account name and access token, press the add button at the bottom right.
The screen will change, and if the above display appears, the connection is complete.
1. Search
Click the Google Sheets icon.
2. Select Account
Press the Google account of the Gmail address to be linked with Yoom.
3. Log in to Yoom
You will be taken to the image page, so read the terms and click next.
4. Yoom is requesting additional access to your Google account
Press continue.
When you move to the authentication screen, select Allow all permissions.
5. Connection Complete
The screen will change, and if the above display appears, the connection is complete.
6. Prepare Google Sheets
Prepare a Google Sheet to transfer Stripe payment data.
This time, I set it up as shown above.
The Stripe data that can be obtained through this app connection is as follows.
・Payment ID
・Amount
・Creation Date
・Currency
・Customer ID
・Description
・Invoice ID
・Status
・Amount that can be captured
・Amount collected
・Balance Transaction ID
Next, please copy the template to be used this time.
■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.
3. If you haven't registered with Yoom yet, please register
* If you have already registered, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
Let's proceed to detailed settings as you transition to a page like the image.
Step 3: Setting up Stripe
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template
Click "[Copy] Add to Google Spreadsheet when payment is made with Stripe".
3. Select app trigger
Select "When payment is successfully completed" from the Stripe icon. Click Next.
4. Run the test
Send test payment data made with Stripe. Press the test button, and if "Test Successful" is displayed in blue, proceed to the next step.
5. Test Execution ②
Run the test again. Press the test button and if "Success" is displayed, press save. By doing this setting, you will be able to obtain data from Stripe in real-time.
Step 4: Setting to add data to Google Spreadsheet
1. Operate the database
Select "Add Record" from the Google Spreadsheet icon. Scroll down.
2. Set required fields
Enter the required fields. Click the box.
When you click inside the box, a list will be displayed like the image, so select the Google Spreadsheet that stores the Stripe payment data. Set the tab name in the same way.
Regarding the table range, it depends on the prepared Google Spreadsheet, so enter it according to the contents of the Google Spreadsheet.
This time, we will insert data into "A to F".
Therefore, the settings will be as above. Once you have entered it, click Next.
3. Values of records to be added
Set the values of the records to be added. The box names displayed on this page depend on the Google Spreadsheet that was linked earlier. Therefore, it may differ from the image display, but the setting method is the same.
First, click the box.
Select "When payment is successfully completed" from the Stripe icon.
The payment data sent as a test in the Stripe settings will be displayed in a list. Select the data that matches the box item name. In the case of the image, since the box item name is "Payment ID", "Payment ID" was also selected from the Stripe data.
The data can be inserted as shown in the image.
Let's set the other boxes in the same way.
4. Run the test
Once the data insertion is complete, press the test button. If "Test Successful" is displayed, the setup is complete. Press save.
5. Turn on the trigger
When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
Flowbot template used this time
Add to Google Spreadsheet when payment is made with Stripe
■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.
In addition to the flows introduced this time, you can automate various tasks by using APIs such as Stripe and Google Spreadsheet.
All of them can be used with simple settings, so if you find any that interest you, please give them a try!
When a subscription is signed up with Stripe, you can store the information in a Google spreadsheet, and when a row is added, you can register customer information in Stripe.
Also, if a payment fails with Stripe, you can add it to a Google spreadsheet and notify Slack.
■Overview
The flow "Add to Google Sheets and notify Slack when a payment fails on Stripe" is a business workflow that automates the response to payment failures in online business.
Payment failures on Stripe are a critical issue that affects customer service and sales management, but by implementing this workflow, failed payment information is automatically recorded in Google Sheets and simultaneously sent as a notification to Slack.
This allows for quick and efficient response when a payment failure is detected, keeping business operations smooth.
■Recommended for those who:
■Benefits of using this template
■Overview
This is a flow that registers customer information to Stripe when a row is added in Google Sheets.
■Recommended for
1. Those who manage customer information with Google Sheets
・Those who want to automatically reflect customer information entered in Google Sheets to Stripe
・Those who want to avoid duplicate entry of customer information and improve work efficiency
・Those who want to keep customer information in Google Sheets and Stripe synchronized and always up-to-date
2. Those who use Stripe to provide payment or subscription services
・Those who want to easily import customer information from Google Sheets to Stripe
3. Those who share and utilize customer information as a team
・Those who want to reflect customer information entered in Google Sheets to Stripe in real-time and share information with the entire team
・Those who want to further utilize Google Sheets customer data by leveraging Stripe's customer management features
■Benefits of using this template
Google Sheets is convenient for managing customer information, but manually transferring that information to other payment systems is inefficient and prone to errors.
By utilizing this flow, customer information entered into Google Sheets is automatically registered to Stripe, eliminating the need for manual data entry and allowing you to dedicate valuable time to other tasks, enabling you to focus on business growth.
■Notes
・Please connect both Google Sheets and Stripe 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 set in the flow bot 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 bot that automatically stores subscription information in a Google Spreadsheet when a new subscription is made on Stripe.
It retrieves detailed information such as the customer's name who subscribed and the subscription period, and automatically stores the information in a specified Google Spreadsheet.
Feel free to change the target Google Spreadsheet and the information to be stored as needed.
By using this flow bot together, you can synchronize Stripe subscription information with Google Spreadsheet.
■Notes
・Please integrate both Stripe and Google Spreadsheet with Yoom.
・Prepare and utilize a spreadsheet to store Stripe information.
・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 set in the flow bot 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.
The details in Stripe are automatically reflected, so the information is accurate. This prevents manual input errors and enables accurate issue management.
■Overview
This is a flow bot that automatically retrieves updated subscription information and stores it in a Google Spreadsheet whenever subscription details are changed in Stripe.
It obtains detailed information such as the name of the customer who subscribed and the subscription period, and automatically updates the specified Google Spreadsheet with this information.
Feel free to change the target Google Spreadsheet and the information to be stored as needed.
By using this flow bot, you can synchronize Stripe subscription information with Google Spreadsheets.
■Notes
・Please integrate both Stripe and Google Spreadsheets with Yoom.
・Prepare a spreadsheet to store Stripe information and make use of it.
・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 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
The "Add to Notion when subscription details change in Stripe" flow is a business workflow that streamlines subscription management tasks.
Subscription changes occur frequently, and manually reflecting that information in Notion can be cumbersome.
With this integration, when subscription details are changed in Stripe, they are automatically added to Notion, allowing for smooth centralized information management.
This results in improved efficiency and error prevention in operations.
■Recommended for
■Benefits of using this template
When subscription details change in Stripe, they are automatically added to Notion, eliminating the need for manual input.
Additionally, centralized information management allows for quick access to necessary information.
Automatic transcription prevents data entry errors in Notion, enhancing the accuracy of information management.
■Overview
The flow "When a subscription is changed in Stripe, add a task to Backlog" is an automated process that smoothly reflects subscription management changes into the business workflow. When a subscription change occurs in Stripe, a task is automatically generated in Backlog, allowing the team to respond quickly and reliably.
This prevents manual data entry errors and integration mistakes, thereby improving business efficiency.
■Recommended for
■Benefits of using this template
When a subscription is changed in Stripe, a task is automatically added to Backlog, eliminating the need for manual task additions.
Additionally, since Stripe's details are automatically reflected in Backlog, the accuracy of information is maintained.
Automation prevents manual input errors and ensures accurate task management .
No manual work in Stripe is required, so you can save time.
■Overview
This is a flow to create a payment link from Airtable for Stripe and send it via Gmail.
By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.
With Yoom, you can easily achieve this flow without any programming, as it allows integration between apps.
■Recommended for
1. Those who utilize Airtable in their work
・Those who centrally manage billing information with Airtable
2. Those who use Stripe in their work
・Those who use Stripe for billing tasks
■Benefits of using this template
Creating a payment link in Stripe requires entering product names and quantities, which can be cumbersome.
Moreover, if you manually transcribe information from Airtable to create a payment link, any input errors can lead to redundant work and inefficiency.
In this flow, you can automatically create a Stripe payment link by activating the Chrome extension trigger from the Airtable record detail page.
The created payment link is sent via Gmail, allowing for quick verification.
Since manual tasks in Stripe are eliminated, you can reduce your working hours.
■Notes
・Please integrate Yoom with Airtable, Stripe, and Gmail.
・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 set in the Flowbot 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
This is a flow to create a payment link from Stripe using HubSpot and send it via Gmail.
By using a trigger with a Chrome extension, you can initiate the trigger directly from HubSpot.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who frequently use HubSpot for business
・Those who manage transaction information in HubSpot
2. Those who use Stripe to conduct business
・Those who manually create payment links
■Benefits of using this template
When interacting with customers to sell products or services, using Stripe payment links can make the process smoother.
However, creating payment links requires entering information such as product names and quantities, which can be time-consuming if done manually each time.
In this flow, you can automate the creation of Stripe payment links by triggering a Chrome extension from the HubSpot transaction details page.
The Stripe payment link is sent via Gmail, allowing you to streamline transaction operations.
■Notes
・Please integrate HubSpot, Stripe, and Gmail 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, operations and data connections set in the 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
This is a flow to create a payment link from Notion and send it via Gmail using Stripe.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who handle billing tasks with Stripe
・Those who want to streamline the creation of payment links
2. Those who manage billing information with Notion
・Those who want to streamline billing tasks by integrating Notion with other tools
■Benefits of using this template
When handling billing tasks, using Stripe payment links can simplify the payment process.
However, if you manually create Stripe payment links, input errors can disrupt billing tasks.
In this flow, you can automatically create Stripe payment links by activating a Chrome extension trigger from a specific page in Notion.
The payment links created in Stripe are sent via Gmail, allowing you to expedite billing tasks.
■Notes
・Please integrate Notion, Stripe, and Gmail 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 set in the 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.
Payment data can be automatically reflected, making information sharing and subsequent processing smoother. It is also expected to prevent transcription errors such as amounts and customer information.
■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.
Content is automatically created, saving time on data entry and allowing you to manage data efficiently.
■Overview
This is a flow that creates a note in Zendesk Sell when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Google Sheets regularly
・Those who want to streamline data management on Google Sheets
・Those who want to quickly integrate the content of added rows with other tools
2. Those who manage sales activities using Zendesk Sell
・Those who want to efficiently create sales notes and record important information without omission
・Those who want to automatically reflect updates from Google Sheets in Zendesk Sell
■Benefits of using this template
By linking Google Sheets with Zendesk Sell, a note is automatically created when a new row is added, eliminating the need for manual input.
This saves time on data entry tasks and allows for efficient data management.
Additionally, as information is updated quickly, the entire team can always share the latest information.
Rapid and accurate information sharing improves the quality of sales activities and increases the speed of customer response.
Furthermore, the risk of errors from manual work is reduced, achieving highly reliable data management.
■Notes
・Please connect both Google Sheets and Zendesk Sell with Yoom.
・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a note in Keap when a row is added to a Google Spreadsheet.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Spreadsheets
・Those who regularly update Google Spreadsheets but often miss changes
・Those who want to quickly grasp data changes and smoothly proceed with their work
2. Those who use Keap for customer management and sales activities
・Those who manage customer information with Keap but want to avoid the hassle of manually leaving notes
・Those who want to proceed with sales activities more efficiently by automatically adding notes to customer information
■Benefits of using this template
By automatically creating a note in Keap every time a row is added to a Google Spreadsheet, the efficiency of information management is improved.
Since manual input can be omitted, employees can focus on other important tasks.
Additionally, automation reduces input errors and improves data accuracy.
This makes it easier to provide consistent service to customers, enhancing reliability.
Furthermore, quick updates of information enable smooth collaboration across the entire team.
■Notes
・Please connect both Google Spreadsheet and Keap with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a sheet in Smartsheet when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets as a team but want to reference the same data from other tools
・Those who want to efficiently link data entered in Google Sheets with other systems
2. Those who use Smartsheet as a project management tool
・Those who manage projects and tasks using Smartsheet and aim for centralized data management
・Those who want to automatically reflect Google Sheets data in Smartsheet to improve work efficiency
■Benefits of using this template
By utilizing a flow that automatically creates a new sheet in Smartsheet every time a row is added in Google Sheets, information consistency is maintained.
This prevents data duplication and transcription errors, enabling efficient business operations.
Additionally, as manual sheet creation is no longer necessary, you can save time and effort.
With the automation of business processes, staff can focus on more important tasks, leading to increased productivity.
■Notes
・Please connect both Google Sheets and Smartsheet with Yoom.
・The trigger 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.
By automatically sending notifications, you can quickly grasp the updated information, so you can proceed with your work while ensuring transparency of information.
■Overview
This is a flow that notifies Microsoft Teams when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers managing tasks with shared sheets
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information-sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Google Sheets is a tool that can be used to facilitate information sharing within a team.
Additionally, using Microsoft Teams allows for smooth communication within the team.
However, manually notifying updates in Google Sheets hinders real-time information sharing.
This flow is effective for those who want to know updates in Google Sheets immediately.
It sends notifications to Microsoft Teams right after updates in Google Sheets, eliminating time lags in information sharing.
Moreover, it allows notifications to include quoted update details, maintaining the accuracy of shared information.
■Notes
・Please integrate Google Sheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that sends notifications to Discord when a row is updated in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Office staff who accumulate information in Google Sheets
・General affairs personnel who use Google Sheets for collaborative editing
2. People who use Discord as their main communication tool
・Those who utilize Discord as a communication tool in their daily work
・Those who use Discord as a means of information sharing
■Benefits of using this template
When collaboratively editing Google Sheets, multiple people may edit a single row, causing issues.
However, sending notifications to communication tools every time information is updated can decrease work efficiency and productivity.
This template is suitable for those who want to automate notifications to communication tools manually.
This template automatically sends notifications to Discord every time Google Sheets is updated, allowing work to proceed without a decrease in productivity.
By automatically sending notifications to Discord, you can quickly grasp update information, ensuring transparency while collaboratively editing Google Sheets.
■Notes
・Please link both Google Sheets and Discord with Yoom.
■Overview
This is a flow that notifies Slack when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage tasks using shared sheets within the department
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Team members responsible for creating channels for each project to share information
■Benefits of using this template
Google Spreadsheets allow multiple people to edit a sheet simultaneously, making it an effective tool for smooth business operations.
By using Slack in conjunction, you can improve the accuracy of information within the team.
However, manually notifying each row update increases the risk of human error.
This flow is effective for those who want notifications every time Google Spreadsheet data is updated.
When information is updated in Google Spreadsheets, it automatically sends a notification to Slack based on the updated content, preventing errors from manual input.
Additionally, it allows for quick information sharing within the team by notifying immediately after an update.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
This can reduce the amount of manual work required, and may prevent human errors such as mistyping a folder name or forgetting to create it.
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a folder in Dropbox when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who use Google Sheets and want to automate file management in line with data updates
・Those who want to avoid the hassle of manually creating folders every time a new row is added
2. Companies or teams that manage files using Dropbox
・Those who use Dropbox but find folder creation and organization too time-consuming
・Those who often encounter omissions or errors when creating folders manually and want to solve this through automation
■Benefits of using this template
By using a flow that automatically creates a folder in Dropbox when a row is added in Google Sheets, you can streamline your busy daily tasks.
This automation eliminates the need to manually create folders, allowing you to focus on important tasks.
Additionally, maintaining a consistent folder structure makes data management easier and improves searchability.
This enhances productivity and achieves overall process efficiency.
■Notes
・Please connect both Google Sheets and Dropbox with Yoom.
・You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
By implementing this integration, payment data made through Stripe can be automatically transferred to Google Spreadsheet. This likely reduces workload and prevents human errors. For example, if you have been manually entering data every time a payment is made on Stripe, the workload naturally increases when there is a lot of data to input. Additionally, data entry errors or omissions might occur. Therefore, by linking Stripe with Google Spreadsheet and introducing automation, the workload should be reduced, and human errors should be prevented.
Linking Stripe with Google Spreadsheet might make it easier to share the latest data with team members. For instance, if you have been accessing Stripe to check payment data, it not only involves some hassle but also requires each member to check Stripe individually. By implementing this automation, data will be transferred to Google Spreadsheet in real-time, making it easier for anyone to check the latest information at any time.
By introducing this automation, Stripe's data is transferred to Google Spreadsheet in real-time, which is expected to make data analysis easier. For example, if you can transfer the "creation date" from Stripe's payment data to Google Spreadsheet, it should become easier to understand at what time payments are frequently made. As a result, it might become easier to utilize this information for marketing and other purposes.
By implementing the integration of Stripe and Google Sheets, you should be able to eliminate the hassle of manual data entry and enable efficient data transfer. This can lead to a reduction in input tasks, thereby alleviating the workload.
Additionally, it is expected to facilitate easier information sharing within the team and make data analysis more accessible. The introduction of automation may also allow for smoother business operations.
No programming knowledge is required for app integration. Please take this opportunity to try app integration.
