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!
Recommended for
Those considering streamlining operations with Stripe and Gmail.
Those who send emails via Gmail when a payment is made on Stripe.
Those who want to prevent missed thank-you emails by integrating Stripe and Gmail.
For those who want to try it immediately
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!
Send a thank you email via Gmail when a payment is made through Stripe.
Let's create a flow together using a template to "send a thank you email via Gmail when a payment is made on Stripe"!
Before You Start
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".
(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!
Step 2: Setting Up After Payment Completion on Stripe
(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.
Send a thank you email via Gmail when a payment is made through Stripe.
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."
Step 3: Send an email by integrating with Gmail
(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."
Send a thank you email via Gmail when a payment is made through Stripe.
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!
Automation Examples Integrated with Stripe and Gmail
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.
Create a payment link from Notion using Stripe and send it via Gmail.
■Overview The "Notify Gmail when subscription details are changed in Stripe" flow automatically captures information when a subscription is changed, enabling a business workflow that allows rapid response. By using this flow, a notification is automatically sent to Gmail the moment a subscription change occurs in Stripe, enabling smooth handling.
■Recommended for ・Businesses using Stripe who find subscription management time-consuming ・Marketing professionals who want to automate notifications when subscriptions change ・Team leaders who aim to streamline their business workflow and integrate with Gmail ・Executives who want to grasp subscription change information in real time and respond quickly
■Notes ・Please connect both Stripe and Gmail with Yoom. ・【Stripe】 is an app available only on the Team Plan and Success Plan. For the Free Plan or Mini Plan, operations or Data Connect of configured flow bots 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 otherwise restricted.
■ 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.
■Overview The "Notify Discord when payment is completed on Stripe" workflow is a business process that shares online payment information with the team in real-time. Many businesses make numerous payments daily using Stripe. However, manually verifying each payment and notifying the team can be tedious and time-consuming. By implementing this workflow, notifications are automatically sent to Discord when a payment is completed on Stripe, allowing instant information sharing across the team. This enables prompt responses and smooth decision-making.
■Recommended for - Business owners managing online payments using Stripe - Those who manually verify and notify payment information and wish to increase operational efficiency - Those who utilize Discord for team communication but want to achieve automatic integration - Support or sales teams that require prompt information sharing upon payment completion - Those interested in automating business processes and considering utilizing Yoom
■Notes - Please integrate Stripe and Discord with Yoom respectively. - Stripe is an app available only with the Team Plan and Success Plan. If you have a Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in an error, so please be cautious. - Paid plans such as Team Plan and Success Plan offer a 2-week free trial. Apps subject to restrictions can be used during the free trial.
■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 "Share the recording URL via Gmail when a meeting ends on Google Meet" workflow is a business workflow that facilitates smooth information sharing after meetings. After a meeting recorded on Google Meet is automatically 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 ・Business professionals who frequently use Google Meet and find it cumbersome to share recordings after meetings ・Project leaders who want to quickly share information with all team members ・IT administrators looking to improve work efficiency through automation ・Business executives who want to facilitate communication in a remote work environment ・Personnel who want to prevent mistakes in sharing recording URLs
■Notes ・Please integrate Google Meet and Gmail 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.
■Overview The 'Share the recording link with participants via Gmail after the Zoom meeting ends' workflow 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 ・Business people who frequently use Zoom and spend time on post-meeting follow-ups ・Those who use Gmail as their main email tool and want to achieve efficient integration ・Team leaders aiming to automate the meeting recording sharing process and improve work efficiency ・Administrative staff who want to prevent information sharing omissions and ensure the recording link reaches all participants
■Notes ・Please integrate Zoom and Gmail with Yoom. ・To obtain Zoom recording information, data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer to the link below. https://intercom.help/yoom/ja/articles/9550398 ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware.
■Overview Are you finding it cumbersome to manually save to Google Drive the attachments of invoices and important documents received in Gmail? Handling them one by one takes time and can lead to mistakes such as forgetting to save. By using this workflow, when an email with a specific label is received in Gmail, attachments can be automatically uploaded to Google Drive, streamlining file management tasks.
■Recommended for - Those who spend time downloading and organizing attachments received in Gmail - Accounting personnel who want to centrally manage items such as invoices from business partners in Google Drive - Those who want to prevent mistakes such as omissions in manually saving files or putting them in the wrong location
■Notes - Please connect both Gmail and Google Drive with Yoom. - For the trigger, you can select an execution interval of 5, 10, 15, 30, or 60 minutes. - The minimum execution interval varies depending on your plan. - Branching is a feature (operation) available with the Mini plan or higher. With the Free plan, operations of the configured flow bot will result in an error. - Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
■Overview The "Workflow to automatically send reminder emails for upcoming Asana task deadlines" is a business workflow that streamlines project management and supports adherence to task deadlines. By leveraging the integration of Asana and Gmail, it automatically notifies you of tasks with approaching deadlines via reminder emails.
■Recommended for ・Project managers who use Asana for project management and face challenges in managing task deadlines ・Those who use Gmail regularly and want to facilitate effective communication with team members ・Team leaders aiming to reduce the time spent on manual task reminders and improve operational efficiency ・Executives and managers who want to constantly monitor project progress and promote deadline adherence
■Notes ・Please integrate Yoom with both Asana and Gmail.
■Overview The flow 'Retrieve events from Google Calendar and send reminders via Gmail' is a business workflow that automatically checks Google Calendar events and sends reminder emails through Gmail. By utilizing Yoom, you can smoothly integrate Google Calendar and Gmail, achieving automation of reminders.
■Recommended for ・Those who use Google Calendar regularly and want to make schedule management more efficient Those who have a wide range of daily schedules and find manual reminder settings cumbersome ・Business people who use Gmail as their main communication tool Those who want to perform reminders in Gmail to avoid missing important email notifications ・Companies or teams that want to improve efficiency by advancing business automation Those who want to focus resources on other important tasks without spending time on manual reminder settings and schedule checks
■Notes ・Please integrate both Google Calendar and Gmail with Yoom.
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.
Benefit 2: Centralized Data Management
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.
Conclusion
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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