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The integration of Stripe and Gmail is one way to enhance efficient customer service in business!
With this integration, once a payment is completed on Stripe, a thank-you email can be automatically sent to the customer from Gmail.
By reducing the effort of manual input and minimizing the risk of human error, you can improve the reliability of your operations and customer satisfaction.
This is especially useful for those who want to send template emails with some parts, like customer names, changed.
In this article, we will explain how to integrate Stripe and Gmail without coding, complete with images!
In this article, we introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to achieve.
You can start right away with the template below, so please give it a try!
■Overview
This is a flow where a thank you email is sent via Gmail when a payment is made through Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to send a thank you email to customers immediately after a payment is completed on Stripe
・Those who want to improve operational efficiency by eliminating the manual task of sending thank you emails
2. Those who want to handle customer interactions based on Stripe payment information
・Those who want to send personalized thank you emails to each customer
・Those who want to provide coupons or campaign information through thank you emails
■Benefits of using this template
While Stripe is a tool that makes online payments easy, manually sending thank you emails for each payment can lead to delays in customer service.
By utilizing this flow, a thank you email is automatically sent from Gmail when a payment is made through Stripe.
This allows customers to immediately confirm that their payment has been completed, leading to increased peace of mind and satisfaction.
■Notes
・Please integrate both Stripe and Gmail 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 of the flow bot you set up 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.
[About Yoom]
Let's create a flow together using a template to "send a thank you email via Gmail when a payment is made on Stripe"!
If you don't have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please check "First Time with Yoom".
Let's get started together!
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
(2) From the new connection list in My Apps, click on Stripe.
(3) On the "New Stripe Registration" screen, enter the account name and access token, and click "Add".
For detailed instructions on registering Stripe with My Apps, please refer to the site below.
How to Register Stripe with My Apps
*Stripe is only available 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 which you can use apps that are subject to restrictions.
(5) Next, register Gmail with My Apps. Similarly, click on Gmail from the new connection list in Yoom.
(6) Click "Sign in with Google".
Log in with your account from the account selection screen.
Once the integration is complete, Stripe and Gmail will be registered in Yoom's My Apps.
This completes the My Apps registration.
Next, let's set up the trigger using a template!
(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.
■Overview
This is a flow where a thank you email is sent via Gmail when a payment is made through Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to send a thank you email to customers immediately after a payment is completed on Stripe
・Those who want to improve operational efficiency by eliminating the manual task of sending thank you emails
2. Those who want to handle customer interactions based on Stripe payment information
・Those who want to send personalized thank you emails to each customer
・Those who want to provide coupons or campaign information through thank you emails
■Benefits of using this template
While Stripe is a tool that makes online payments easy, manually sending thank you emails for each payment can lead to delays in customer service.
By utilizing this flow, a thank you email is automatically sent from Gmail when a payment is made through Stripe.
This allows customers to immediately confirm that their payment has been completed, leading to increased peace of mind and satisfaction.
■Notes
・Please integrate both Stripe and Gmail 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 of the flow bot you set up 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.
Click on "When payment is successfully completed" in the app trigger.
(2) From the Stripe "Select linked account and action" screen, check if there are any errors in the account information linked with Stripe, keep the trigger action as "When payment is successfully completed," and click "Next."
(3) From the "App Trigger API Connection Settings" screen, click "Test" as is, and if no error occurs, click "Next."
(4) From the "App Trigger API Connection Settings" screen, check the red frame, click "Test," and if no error occurs, click "Save."
(1) Next, set up email integration with Gmail.
Click "Send Email."
(2) From the Gmail "Email Settings" screen, check if there are any errors in the account information linked with Gmail.
Scroll down and enter the content of the email to be sent via Gmail.
By clicking the red frame "＋Add Attachment File," you can attach files.
Once the input is complete, click "Next" at the bottom.
(3) From the "Email Sending Test" screen, check the sending content and click "Test."
If no error occurs, click "Save" at the bottom.
(4) All settings are now complete!
Finally, click "Turn on Trigger" to automatically start the flow.
This completes the "Flowbot to send a thank you email via Gmail when a payment is made on Stripe."
■Overview
This is a flow where a thank you email is sent via Gmail when a payment is made through Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to send a thank you email to customers immediately after a payment is completed on Stripe
・Those who want to improve operational efficiency by eliminating the manual task of sending thank you emails
2. Those who want to handle customer interactions based on Stripe payment information
・Those who want to send personalized thank you emails to each customer
・Those who want to provide coupons or campaign information through thank you emails
■Benefits of using this template
While Stripe is a tool that makes online payments easy, manually sending thank you emails for each payment can lead to delays in customer service.
By utilizing this flow, a thank you email is automatically sent from Gmail when a payment is made through Stripe.
This allows customers to immediately confirm that their payment has been completed, leading to increased peace of mind and satisfaction.
■Notes
・Please integrate both Stripe and Gmail 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 of the flow bot you set up 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 integrations introduced today, various automations can be achieved by utilizing the APIs of Stripe and Gmail.
If you find something interesting, please give it a try!
It is possible to set up an integration that notifies Gmail when a subscription is changed or a payment fails in Stripe.
Additionally, you can create a payment link in Stripe from Notion and send it via Gmail.
■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.
■Overview
The flow "Notify Gmail when a subscription is changed in Stripe" is a business workflow that automatically captures information when a subscription is changed, allowing for prompt response. By utilizing this flow, a notification is automatically sent to Gmail the moment a subscription change occurs in Stripe, enabling smooth handling.
■Who we recommend this template for
■Benefits of using this template
When a subscription is changed in Stripe, a notification is sent to Gmail, reducing the hassle of manual notifications and increasing the time available to focus on other tasks.
Additionally, automatic notifications facilitate smooth information sharing across the team.
Automation reduces human error and ensures reliable information transmission.
Reflect subscription applications or changes in the database with Stripe
When there is a subscription application or change in Stripe, it is automatically reflected in Google Sheets, Notion, etc.
■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
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.
■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.
Notify Chat Tools When Payment is Made via Stripe
Automatically notify Slack, Discord, etc., when a payment is made via Stripe.
■ Overview
The "Notify Discord when a payment is completed with Stripe" flow is a business workflow that shares online payment information with the team in real-time.
Many businesses use Stripe to process numerous payments daily. However, manually checking each payment and notifying the team is time-consuming and labor-intensive.
By implementing this workflow, notifications are automatically sent to Discord when a payment is completed with Stripe, allowing the entire team to share information instantly. This enables quick responses and smooth decision-making.
■ Recommended for
■ Benefits of using this template
■Overview
This is a flow that sends a notification to Telegram when a payment is made via Stripe.
■Recommended for
1. Companies that accept payments via Stripe
・Those who want to streamline online payments by supporting various payment methods
・Those who want to mitigate risks by using a highly secure platform
2. Those who use Telegram as their main communication tool
・Those who use it for information sharing and communication within the team
■Benefits of using this template
Stripe is a payment platform that can alleviate security concerns.
However, manually handling every completed payment on Stripe may cause delays in information sharing.
This flow is effective for those who want to efficiently share information quickly with the entire team and streamline business operations.
By using this flow, you can automatically notify Telegram of completed payments on Stripe, facilitating smooth information sharing.
By sharing information quickly without waiting for manual completion, you can promptly start tasks that need to be done after payment completion, leading to improved customer satisfaction.
Additionally, by eliminating confirmation tasks, it also contributes to the smooth progress of the entire team's operations.
■Notes
・Please integrate both Stripe and Telegram 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.
■Overview
This is a flow that notifies Slack when a payment is made via Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to know immediately when a payment is completed on Stripe
・Those utilizing it to streamline online payments
2. Those using Slack as their main communication tool
・Those using it as a means of communication within the team
■Benefits of using this template
Stripe is a tool that allows for smooth online payments.
However, having to check every time a payment is completed can be considered an inefficient way of working.
By utilizing this flow, you will be automatically notified on Slack when a payment is made via Stripe.
You can quickly inform your team of the payment completion, saving the time previously spent on confirmation.
Additionally, you can quickly start customer service tasks such as follow-ups and sending thank-you emails after the payment is completed.
■Notes
・Please integrate both Stripe and Slack 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 of the flow bot you set up 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.
Synchronize customer information with other apps and Stripe
You can automatically synchronize customer information in Stripe with apps like HubSpot and Salesforce.
■Overview
The flow "Register a customer in Stripe when a contact is added to HubSpot" is a business 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 duplicate information.
This allows the sales team to focus more quickly on customer engagement.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to add a contact to Mailchimp when a customer is created in Stripe.
■Recommended for
1. Online Business Operators
・Those who use Stripe for online payments and manage customer information
・Those who want to utilize customer information for marketing activities
2. Marketing Teams
・Teams that want to automatically update customer lists and conduct effective email campaigns
・Teams that want to use customer data from Stripe for targeted marketing and retargeting
■Benefits of Using This Template
・Effectively utilize Stripe customer data to streamline marketing activities in Mailchimp.
・Real-time information updates and centralized data management can improve customer engagement and operational efficiency.
■Notes
・Please integrate Stripe and Mailchimp 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 of the set flow bot 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, you can use apps that are subject to restrictions.
When the web conference ends, share the recording URL via Gmail
When the web conference ends with Google Meet or Zoom, the recording URL will be automatically shared via Gmail.
■Overview
The workflow "Share the recording URL via Gmail after a Google Meet meeting ends" is a business workflow that facilitates smooth information sharing after meetings. Once a meeting held on Google Meet is automatically recorded and saved, the recording URL is automatically sent to all participants via Gmail. This eliminates the need for manual sharing of recordings, ensuring quick and reliable delivery of information. It is an ideal solution for teams that frequently conduct online meetings or work remotely.
■Recommended for
■Benefits of using this template
Since the recording URL is automatically shared via Gmail after a Google Meet meeting ends, the manual effort of sharing is eliminated.
As the recording link is automatically shared via Gmail after the meeting ends, the risk of sharing omissions or misdelivery is reduced.
Automation prevents human errors in the sharing process, enabling accurate information sharing.
■Overview
The workflow "Share recording link with participants via Gmail after Zoom meeting ends" automates post-meeting follow-ups and enables efficient information sharing.
After the meeting ends, you can automatically send the recording link to all participants via Gmail.
■Recommended for
■Benefits of using this template
Save Files Received in Gmail to Cloud Storage
Automatically save files received in Gmail to Google Drive, DropBox, etc.
■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in OneDrive.
With Yoom, you can easily achieve this flow without any programming, as it allows integration between apps.
■Recommended for
1. Those who manage files on OneDrive
・Those who manually rename files attached to Gmail and store them in OneDrive
■Benefits of using this template
If you manage files manually, storing them in the wrong location can take time to find them.
This flow allows you to standardize file names and storage locations, preventing errors in renaming and storage locations, thereby enhancing the accuracy of management tasks.
■Notes
・Please integrate Gmail and OneDrive with Yoom.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you set will result in an error.
・AI operations are a feature available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・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.
■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in Box.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who frequently exchange files via Gmail
・Those who manage received files with Box
2. Those who use Box
・Those who find renaming files or moving files to be cumbersome
■Benefits of using this template
If you are manually moving and managing files sent via Gmail to Box, you might find the repetitive tasks cumbersome.
Additionally, if the file naming convention is not standardized, it may cause confusion when searching for files.
When an email with an attached file is received in Gmail, the flow is triggered, allowing for standardized file naming conventions and improving the efficiency of file search and management.
■Notes
・Please connect Gmail and Box with Yoom.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.
・Branching is a feature available with the Mini Plan or higher. Operations set in the flow bot will result in an error with the Free Plan.
・AI operations are only available with the Team Plan and Success Plan. Operations set in the flow bot will result in an error with the Free Plan and Mini Plan, so please be careful.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail 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.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
Remind Calendar Events and Task Deadlines in Gmail
Automatically remind yourself of upcoming Google Calendar events and tasks nearing their deadlines in Asana through Gmail.
■Overview
The "Send Reminders for Upcoming Asana Tasks via Gmail" workflow streamlines project management and supports adherence to task deadlines. By leveraging the integration between Asana and Gmail, it automatically sends reminder emails for tasks with approaching deadlines.
■Recommended for
■Benefits of using this template
■Overview
The flow of "Retrieving events from Google Calendar and sending reminders via Gmail" is a business workflow that automatically checks events in Google Calendar and sends reminder emails through Gmail.
By utilizing Yoom, you can smoothly integrate Google Calendar and Gmail, achieving automation of reminders.
■Recommended for
■Benefits of using this template
By automating reminder settings, you can reduce the time spent on manual tasks, lower the risk of sending errors, and focus on your work with peace of mind.
Additionally, it enables reminders based on the latest schedule, achieving consistent schedule management.
For those who want to check out templates using Stripe and Gmail, please visit the following site.
List of Flowbot Templates Using Stripe
List of Flowbot Templates Using Gmail
By integrating Stripe and Gmail, the process of payment confirmation and email sending is automated, reducing the risk of human error!
Manual email sending often leads to input mistakes or missed sends of customer information, right?
However, automation through integration can prevent such errors in advance.
In businesses that handle a large number of transactions, a stable system is required, so this integration, which enables accurate information management, plays an important role in enhancing operational reliability.
The integration of Stripe and Gmail allows for centralized management of customer information, payment data, and sent email history!
This eliminates the need for individual checks in each tool, making operations smoother, right?
Additionally, if this integration allows you to grasp the necessary information for customer support at a glance, it should enable quick response to inquiries and follow-ups.
This centralized management is particularly useful for organizing customer data and creating reports, leading to improved operational efficiency.
The integration of Stripe and Gmail seems to enhance operational efficiency and aid in the automation of customer support.
From automatically sending thank-you emails after payment completion to centralized data management and reducing the risk of human error, it enables faster and more accurate customer support, enhancing the overall reliability and customer satisfaction of the business.
The integration of Stripe and Gmail is a means to reduce operational burdens and strengthen relationships with customers.
Please make use of this integration!
