How to integrate Stripe with Outlook to send a thank you email via Outlook when a payment is made through Stripe

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

By integrating Stripe with Outlook, you can expect to streamline operations from payment processing to customer support.
Stripe is widely used by many companies as a tool for smooth online payments, and Outlook is a central communication tool in business. By integrating these two, you can gain various benefits such as automatically sending thank-you emails after payments and synchronizing customer information.
This article explains the specific benefits and integration methods of connecting Stripe and Outlook, using images.

Benefits of Integrating Stripe and Outlook

Benefit 1: Reduction of Manual Input Effort

By integrating Stripe with Outlook, you can automatically send thank-you emails from Outlook when a payment is completed. This not only saves the effort of sending emails manually but also reduces the risk of misdelivery, leading to more efficient operations. Additionally, by automatically sending emails, you can quickly follow up with customers and express gratitude, which can lead to improved customer satisfaction.
By utilizing templates, you can easily create personalized messages while maintaining brand consistency.

Benefit 2: Smoother Information Sharing Across the Team

By integrating Stripe with Outlook, you can smoothly share notifications, including payment information, across the entire team. By using Outlook's calendar feature to set reminders for Stripe-related payment information, you can expect more efficient progress management. This reduces coordination errors between team members and ensures that the overall business process proceeds smoothly. This is particularly advantageous for large-scale projects or operations involving multiple payments, as it facilitates smooth communication across the team.

[About Yoom]

How to Create a Stripe and Outlook Integration Flow

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

The template we will use can be copied by clicking "Try it out" 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

Now, let's get started together!

Step 1: Connect Stripe and Outlook 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 Outlook with My Apps. Similarly, click on Outlook from the list of new connections in Yoom.
Note: Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
(6) Log in with your account from the sign-in screen.

Once the integration is complete, Stripe and Outlook will be registered in Yoom's My Apps.

This completes the registration of My Apps.
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.

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

(2) From the Stripe "Select account and action to integrate" screen, check 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 Outlook

(1) Next, set up the email by integrating with Outlook.
Click "Send Email."

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

Scroll down and enter the content of the email to be sent with Outlook.
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, check the sending content and click "Test."
If no error occurs, click "Save" at the bottom.

(4) Finally, click "Turn Trigger ON."

This completes the flow bot "Send a thank you email with Outlook when a payment is made with Stripe".

Other Automation Examples Using Stripe and Outlook

At Yoom, we have many other examples of automation using Stripe and Outlook, so let us introduce a few.

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 customer information in Stripe. This reduces the need for manual data entry, saving time. It is recommended for those who want to smoothly import customer information into Stripe.

2. Store subscription information in a spreadsheet when subscribed via Stripe

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

3. If there is a question in English in the input form, translate the question and send a notification to Microsoft Teams and a primary reply to the form respondent

By utilizing automatic translation, it is expected to improve work efficiency in multilingual support. Additionally, by responding promptly to questions in English, it will lead to improved customer satisfaction.

For those who want to check templates using Stripe and Outlook, please visit the following site.

List of Flowbot Templates Using Stripe

List of Flowbot Templates Using Outlook

Summary

The integration of Stripe and Outlook can help improve business efficiency and customer satisfaction.
There are many specific benefits, such as automatically sending thank-you emails after payment completion, simplifying customer management, facilitating smooth information sharing, and reducing manual input. This is expected to automate tedious tasks, reduce staff burden, and enhance overall business productivity.
Why not effectively utilize Stripe and Outlook to improve your business workflow?