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Read the following screen display and click "OK".
When the following screen is displayed, please check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
To set up Stripe first, click "When payment is completed accurately".
*Stripe is an app available on some paid plans.
Operations and data connections for flow bots set up on other plans will result in errors, so please be careful.
A 2-week free trial is available for paid plans.
During the free trial, you can use apps that are subject to restrictions.
The following screen will be displayed, so please check the settings.
The following screen will be displayed, so click "Test" → "Test Successful" → "Save".
Check the following explanation and click "Test" → "Test Successful" → "Save".
Next, to set up Microsoft Excel, click "Add Record".
*Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to a business plan, authentication may fail.
When the following screen is displayed, please check the settings.
Move to Microsoft Excel and set the Stripe payment data you want to check in Microsoft Excel as follows.
The following is an example, so please set it as you like.
Return to the Yoom screen and set up "Database Integration".
Scroll and select "Item ID" and "Sheet Name" from the candidates as before.
The items set in Microsoft Excel will be displayed in the "Values of Records to Add" below.
Set the corresponding Stripe output for each item.
Click the arrow in the red frame to display the Stripe output.
Once all settings are complete, click "Test" → "Test Successful" → "Save".
Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts up correctly.
Here is the template used this time.
1. This is a flow that automatically notifies Google Chat when a payment is made with Stripe.
It is recommended for those who want to check the completed payment data, as it is automatically notified to Google Chat after the payment is completed.
By setting the Google Chat notification destination to a team, data sharing will become easier.
2. This is a flow that automatically sends a thank you email via Outlook when a payment is made through Stripe.
It eliminates the need to manually send thank you emails, thereby reducing work time.
It also prevents the risk of missing or mistakenly sending emails.
3. This is a flow where customer information is automatically registered in Stripe when a row is added in Google Sheets.
By registering customer information in Google Sheets, you can also register it in Stripe, preventing duplicate registrations.
You can always maintain the most up-to-date customer data in both applications.
By integrating Stripe with Microsoft Excel, you can automate the entry of payment data.
This eliminates the need for manual entry and prevents input errors.
For small businesses in particular, simplifying accounting tasks can also help reduce burdens.
Additionally, it becomes easier to utilize the managed data, which may be beneficial for data analysis and marketing.
This automation can be easily utilized by leveraging the no-code tool Yoom.
If you're interested, please try it out.