How to Integrate Applications

2024/10/23

How to integrate Stripe with Gmail to send a thank you email via Gmail when a payment is made on Stripe

t.aizawa

The integration of Stripe and Gmail can greatly 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. This reduces the need for manual input and minimizes the risk of human error, thereby improving operational reliability and customer satisfaction.
This is particularly useful for those who wish to send personalized emails to each customer.
In this article, we will explain the specific benefits and integration methods of connecting Stripe and Gmail, complete with images.

Benefits of Integrating Stripe and Gmail

Benefit 1: Reduction of Human Error Risk

By integrating Stripe and Gmail, the processes of payment confirmation and email sending are automated, reducing the risk of human error.
Manual email sending often leads to input mistakes or missed sends of customer information, but automation through integration can help prevent such errors.
For businesses handling a large volume of transactions, a stable system is essential, and this integration, which allows for accurate information management, plays a crucial 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 email history. This eliminates the need for individual checks in each tool, allowing operations to proceed more smoothly. Additionally, through this integration, necessary information for customer service can be easily grasped at a glance, enabling quick responses to inquiries and follow-ups. This centralized management is particularly useful for organizing customer data and creating reports, leading to improved operational efficiency.

[About Yoom]

How to Create a Stripe and Gmail Integration Flow

Now, let's create a flow together using a template to "send a thank-you email via Gmail when a payment is made on Stripe"!

The template we will use can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Creation Page

Getting Started with Yoom

Let's get started together!

Step 1: Connect Stripe and Gmail to My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Stripe.
(3) On the "New Stripe Registration" screen, enter the account name and access token, then click "Add".
For detailed instructions on registering Stripe with My Apps, please refer to the site below.

How to Register Stripe with My Apps

(5) Next, register Gmail with My Apps. Similarly, click on Gmail from the list of new connections in Yoom.
(6) Click "Sign in with Google".
From the account selection screen, log in with your account.

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 triggers using templates!

Step 2: Setting Up After Payment Completion with Stripe

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When payment is successfully completed" in the app trigger.

(2) From the Stripe "Select account and action to integrate" screen, verify that there are no errors in the account information to be integrated 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 the email by integrating with Gmail.
Click "Send Email."

(2) From the Gmail "Email Settings" screen, verify that there are no errors in the account information to be integrated with Gmail.

Scroll down and enter the content of the email to be sent with Gmail.
By clicking the red frame "+Add Attachment," you can attach a file.

Once the input is complete, click "Next" at the bottom.
(3) From the "Email Sending Test" screen, verify the sending content and click "Test."
If no error occurs, click "Save" at the bottom.

(4) All settings are now complete!
Finally, by clicking "Turn on Trigger," the flow will start automatically.

This completes the flow bot "Send a Thank You Email with Gmail When a Payment is Made with Stripe".

Other Automation Examples Using Stripe and Gmail

At Yoom, we have many other examples of automation using Stripe and Gmail, and we'd like to introduce a few of them.

1. Register Customer Information in Stripe When a Row is Added in Google Sheets

By entering customer information into Google Sheets, you can automatically register the customer information in Stripe. This reduces the need for manual data entry, saving time. This is recommended for those who want to smoothly import customer information into Stripe.

2. Store subscription information in Google Sheets when a subscription is made via Stripe

This flow automatically stores information in Google Sheets when a subscription is made. This eliminates the need for manual entry and helps prevent input errors.

3. Automatically reply with Gmail when a Google Form is submitted

By integrating Gmail with Google Forms, you can automatically send a reply to the respondent's Gmail after receiving a response from the Google Form. This is recommended for those who want to save the effort of manually sending thank you or confirmation emails.

Additionally, if you 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

Summary

The integration of Stripe and Gmail seems to enhance operational efficiency and aid in automating customer interactions.
From automatically sending thank-you emails after payment completion to centralized data management and reducing the risk of human error, this integration allows for faster and more accurate customer service, which can improve overall business reliability and customer satisfaction.
The integration of Stripe and Gmail is a means to reduce operational burdens and strengthen relationships with customers.
Please make use of this integration!

The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!
Tags
Gmail
Automation
Integration
Related Apps
App integration
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