"Every time I check customer information, I find myself switching back and forth between Slack and Stripe... It's a bit stressful."
For those who feel this way, by integrating Stripe with Slack, you can automatically send notifications to Slack when a customer registers or makes a payment, and create dedicated channels, enabling smart information sharing without hassle. For example, automatically create a channel in Slack when a new customer registers, send notifications for payment failures, and quickly share sales occurrences.
With templates that anyone can easily use, team collaboration becomes smoother!
For those who want to try it quickly
By using Yoom, you can easily integrate Stripe and Slack without any code. Yoom provides pre-made templates for integrating Stripe and Slack, so you can achieve integration immediately just by registering, even without API knowledge.
When a new customer is registered in Stripe, create a dedicated channel in Slack.
■Overview The "Create a dedicated channel in Slack when a new customer is registered in Stripe" workflow seamlessly connects customer management and team communication. When a new customer is registered in Stripe, a dedicated channel is automatically created in Slack. This allows sales and support teams to instantly share information and respond quickly.
■Recommended for ・Business owners managing new customers with Stripe ・Team leaders who want to facilitate information sharing with sales and support teams ・Those who are spending too much time manually creating Slack channels ・IT personnel in companies aiming to automate and optimize business workflows
■Notes ・Please connect Notion, Salesforce, and Yoom respectively. ・Triggers can be set to operate at intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies depending on the plan, so please be aware.
By integrating the APIs of Stripe and Slack, you can automatically sync Stripe data with Slack!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Stripe and Slack. Registration takes just 30 seconds, so feel free to give it a try!
Create a Dedicated Channel in Slack When a New Customer is Registered in Stripe
This flow is recommended if you want to separate channels for communication with each customer.
When a new customer is registered in Stripe, create a dedicated channel in Slack.
■Overview The "Create a dedicated channel in Slack when a new customer is registered in Stripe" workflow seamlessly connects customer management and team communication. When a new customer is registered in Stripe, a dedicated channel is automatically created in Slack. This allows sales and support teams to instantly share information and respond quickly.
■Recommended for ・Business owners managing new customers with Stripe ・Team leaders who want to facilitate information sharing with sales and support teams ・Those who are spending too much time manually creating Slack channels ・IT personnel in companies aiming to automate and optimize business workflows
■Notes ・Please connect Notion, Salesforce, and Yoom respectively. ・Triggers can be set to operate at intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies depending on the plan, so please be aware.
■Overview The Yoom workflow 'Notify on Slack When Payment via Stripe Fails' is a business workflow that sends real-time notifications to Slack when a payment fails on Stripe. This allows immediate awareness of payment issues and enables quick response. By utilizing Yoom's API integration and RPA functionalities to automate manual checks, it supports increased operational efficiency and customer satisfaction.
■Who This Template is Recommended For - Operators of online shops or services using Stripe, who require prompt response to payment failures - Support teams who want to efficiently handle payment issues by sharing information immediately - IT professionals at companies seeking to streamline operations by automating payment-related monitoring - Executives looking to improve business processes and strengthen overall team collaboration
■Precautions - Ensure to integrate both Stripe and Slack 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 or data connections set in Flowbot will result in an error, so please be cautious. - Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use the apps that are subject to restrictions.
This template is useful for immediately notifying Slack when a sale occurs on Stripe, allowing for smooth collaboration with customer support and sales teams.
Let's Create a Flow to Integrate Stripe and Slack!
Let's get started by creating a flow that integrates Stripe and Slack! This time, we'll use Yoom to proceed with the integration of Stripe and Slack without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow will be created through the following main processes.
Integrate Stripe and Slack with My Apps
Copy the template
Set up Stripe triggers and Slack actions
Test and verify
When a new customer is registered in Stripe, create a dedicated channel in Slack.
■Overview The "Create a dedicated channel in Slack when a new customer is registered in Stripe" workflow seamlessly connects customer management and team communication. When a new customer is registered in Stripe, a dedicated channel is automatically created in Slack. This allows sales and support teams to instantly share information and respond quickly.
■Recommended for ・Business owners managing new customers with Stripe ・Team leaders who want to facilitate information sharing with sales and support teams ・Those who are spending too much time manually creating Slack channels ・IT personnel in companies aiming to automate and optimize business workflows
■Notes ・Please connect Notion, Salesforce, and Yoom respectively. ・Triggers can be set to operate at intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies depending on the plan, so please be aware.
First, log in to your Yoom account. If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on Add.
2. You can search by app name in the input field.
Register My App with Stripe
Let's register Stripe as My App! Enter "Stripe" in the input field, and click on the Stripe icon when it appears.
1. The following screen will appear. Please enter any account name you like.
2. Access Token can be obtained by logging into Stripe and clicking Developers → API Keys on the left side.
3. Copy the secret key and paste it into the Access Token field. In the image below, it is the area enclosed in the red frame. For more details on registering My App with Stripe, please refer to here.
This completes the registration of My App with Stripe.
Register My App with Slack
Search for Slack in the same way and click on the icon.
1. The following screen will appear. Please enter the URL of the workspace you want to connect.
2. The following screen will appear. You can select the channel to post from the dropdown. After selecting the channel, click "Allow". For more details on registering My App with Slack, please refer to here.
This completes the registration of My App with Stripe and Slack. Once the registration is successful, the following screen will appear. Please check if the icons for Stripe and Slack are displayed on the My Apps screen.
Step 2: Copy the Template
Please click "Try it" from the link below.
When a new customer is registered in Stripe, create a dedicated channel in Slack.
■Overview The "Create a dedicated channel in Slack when a new customer is registered in Stripe" workflow seamlessly connects customer management and team communication. When a new customer is registered in Stripe, a dedicated channel is automatically created in Slack. This allows sales and support teams to instantly share information and respond quickly.
■Recommended for ・Business owners managing new customers with Stripe ・Team leaders who want to facilitate information sharing with sales and support teams ・Those who are spending too much time manually creating Slack channels ・IT personnel in companies aiming to automate and optimize business workflows
■Notes ・Please connect Notion, Salesforce, and Yoom respectively. ・Triggers can be set to operate at intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies depending on the plan, so please be aware.
If the following message is displayed, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting the Trigger to Activate When a New Customer is Created in Stripe
1. First, click the icon at the top labeled "When a new customer is created".
2. Set up the account information to integrate with Stripe. Select the trigger action "When a new customer is created". Once the setup is complete, click "Next".
3. Set the trigger interval. You can choose an interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Your Plan may have different minimum intervals, so please check in advance!
Proceed to Stripe and register a new customer. Then return to Flowbot and click Test.
If the test is successful, the information retrieved from Stripe will be displayed as retrieved values as shown below. For more details about the retrieved value, please refer to the following link.
1. Finally, click the icon labeled "Create Channel".
2. Set up the account information to integrate with Slack. Select the action "Create Channel". Once the setup is complete, click "Next".
3. Set up each item.
Channel Name: You can reference information retrieved from Stripe as shown below. Please consider this when creating a channel name.
Channel Settings: Click to choose between a private channel or a public channel as shown below. Select the one you prefer.
Test this as well, and if successful, save it.
With this, the flow of [When a new customer is registered in Stripe, create a dedicated channel in Slack] is complete.
Step 5: Testing and Verification
Once the setup is complete, the following screen will be displayed. Click the "Turn on Trigger" button to activate Flowbot.
This was the method for creating a dedicated channel in Slack when a new customer is registered in Stripe!
If You Want to Integrate Slack Data with Stripe
This time, we introduced how to integrate data from Stripe to Slack, but if you want to integrate data from Slack to Stripe, please also use the following template.
Create a Customer in Stripe Based on Slack Post Content
When sales members share "prospective customer information" on Slack, this flow is convenient for automatically adding a customer to Stripe based on that information.
Create a customer in Stripe based on the content of a Slack post.
■ Overview The flow "Create a customer in Stripe based on Slack post content" is a business workflow to streamline sales activities and customer support. It captures interactions and customer information on Slack in real time and automatically registers customer information in Stripe. This reduces manual data entry and provides an environment where the sales team can respond more quickly.
■ Recommended for those: - Sales personnel who frequently handle customer interactions on Slack and want to automate customer management in Stripe. - Team leaders who are looking to improve work efficiency due to time spent on manual customer registration. - Business owners who are already utilizing Slack and Stripe and aim to improve operations through integration. - Business operators who want to reduce input errors in customer information and achieve accurate data management.
■ Precautions - Connect Yoom with both Slack and Stripe. - The trigger interval options are 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - Please note that the minimum trigger interval may vary depending on the plan. - [Stripe] is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set for Flowbot will result in an error, so please be cautious. - 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.
This is a recommended flow for when internal team members share new product or service ideas on Slack and you want to quickly proceed with product registration in Stripe based on that information.
Create a product in Stripe based on the content of a Slack post.
■Overview The 'Create a product in Stripe based on Slack post content' workflow is a business workflow that automatically registers ideas or requests from Slack as products in Stripe. This allows for the rapid productization of information shared within the team and smooth progression of the sales process.
■Recommended for - Teams that use Slack daily to share product ideas - Business owners looking to streamline product management in Stripe - Administrators spending time on manual product registration - IT personnel who want to automate business processes using API integration
■Notes - Please integrate both Slack and Stripe with Yoom. - The trigger interval can be chosen from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - The shortest trigger interval varies according to the plan, so please be aware. - 【Stripe】 is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot 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, restricted apps can be used.
Other Automation Examples Using APIs like Stripe and Slack
In addition to integration with Slack, it is possible to automate various tasks using Stripe's API. If you find something interesting, please feel free to try it out!
Automation Examples Using Stripe
You can send a thank you email when a payment is made, notify other tools, or transfer payment details.
Add to Microsoft Excel when payment is made with Stripe
■Overview The "Create a HubSpot contact when payment is completed on Stripe" flow is a business workflow that automatically registers customer information in HubSpot after online payment. This eliminates the need for manual data entry and enables quick information sharing with sales and marketing teams.
■Recommended for ・Business owners who use Stripe for online payments and want to manage customer data in HubSpot ・Sales and marketing personnel who want to improve work efficiency by reducing time spent on manual data entry ・IT personnel who want to easily set up and automate the integration between Stripe and HubSpot ・Administrators of companies aiming for centralized customer information management and strengthening integration between SaaS applications ■Notes ・Please integrate both Stripe and HubSpot 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 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 "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
By integrating Stripe with Slack, you can quickly share events such as customer registrations and payments on Slack, significantly reducing communication delays and missed confirmations. Using the templates introduced in this article, you can easily implement practical automation flows without any code, such as automatically creating dedicated channels in Slack or automatically notifying about payment failures and revenue occurrences. The setup is simple, and once configured, your daily operations will become increasingly smoother.
The content is designed to be quickly adopted by busy teams, so try one out first.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
