Create Stripe payment links from Airtable and send them by email
Create Stripe payment links from Airtable and send them by email
Launch this workflow to connect
Stripe &
Airtable
!
■Overview
Tired of manually creating Stripe payment links based on customer information managed in Airtable and sending them individually by email? With this workflow, you can generate a Stripe payment link with one click from an Airtable record page and automatically email it to a specified recipient. Automate the entire billing process and reduce manual effort.
■Who Is This Template For?
- Teams managing customers or deals in Airtable and processing payments through Stripe on a case-by-case basis
- Sales and accounting teams looking to streamline the process of creating and sending payment links to customers
- Teams looking to eliminate issues such as manual billing amount errors and forgotten emails
■Benefits of Using This Template
- Automate everything from creating a payment link to sending an email based on Airtable information, reducing the time spent on manual tasks.
- Reduce the risk of human error, such as incorrect amounts, recipients, or missing links, and ensure accurate billing operations.
■Flow Bot Workflow
- First, connect Airtable and Stripe with Yoom.
- Next, select the Chrome extension trigger and configure it to launch from a record details page.
- Then, select Stripe as an operation and configure the Create Payment Link action. Use the information retrieved from Airtable to create the link.
- Finally, configure the Send Email action under email operations and send an email containing the payment link created in Stripe.
※“Trigger”: An action that starts a flow. “Operation”: An action that processes data within a flow after the trigger starts.
■Customization Options
- In the Stripe payment link creation action, you can set the product name, price, currency, and other details as needed. You can also use information retrieved from Airtable as variables.
- You can freely customize the email recipient, subject, and body. Insert customer information from Airtable and the Stripe payment link as variables to create personalized messages.
■Notes
- Connect both Airtable and Stripe with Yoom.
- Use a trigger with the Chrome extension to launch the trigger directly from Airtable.
- For instructions on configuring a trigger using the Chrome extension, see this guide.
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About the Apps
Templates using
Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate information sharing and subsequent processing, as well as prevent transcription errors of amounts and customer information.
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate smooth information sharing and subsequent processing, as well as prevent transcription errors in amounts and customer information.
This is a flow for creating payment links from Airtable for Stripe and sending them via Gmail. It eliminates the need for manual work in Stripe, allowing for a reduction in working hours. Additionally, it enables quick verification of payment links.
Templates using
Airtable
Automatically create an Asana task the moment a record is added in Airtable. Prevent duplicate entries and missed registrations while reducing project management effort and human error.
Automatically create Stripe customers when new records are added to Airtable. Reduce manual entry and data transfer errors to streamline onboarding.
Automatically create Zoom meetings when new records are added to Airtable. Eliminate manual data entry and missed settings, reduce response time, stay focused, and minimize human error.
About the apps you use
Stripe
At Yoom, you can utilize Stripe's API without any coding. You can notify Slack when a new payment is registered or canceled in Stripe, and integrate Stripe information with other SaaS. Additionally, you can automatically aggregate and sync Stripe information into Yoom's database for various uses.
see detailsTemplates
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate information sharing and subsequent processing, as well as prevent transcription errors of amounts and customer information.
Add to Google Spreadsheet when payment is made through Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate smooth information sharing and subsequent processing, as well as prevent transcription errors in amounts and customer information.
Add to Microsoft Excel when payment is made with Stripe
This is a flow for creating payment links from Airtable for Stripe and sending them via Gmail. It eliminates the need for manual work in Stripe, allowing for a reduction in working hours. Additionally, it enables quick verification of payment links.
Create a payment link from Airtable for Stripe and send it via Gmail
Similar apps
Airtable
Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.
see detailsTemplates
Automatically create an Asana task the moment a record is added in Airtable. Prevent duplicate entries and missed registrations while reducing project management effort and human error.
Add a task to Asana when a record is created in Airtable
Automatically create Stripe customers when new records are added to Airtable. Reduce manual entry and data transfer errors to streamline onboarding.
Create a customer in Stripe when a record is created in Airtable
Automatically create Zoom meetings when new records are added to Airtable. Eliminate manual data entry and missed settings, reduce response time, stay focused, and minimize human error.
Create a Zoom meeting when a record matching specific conditions is added to Airtable
No-Code API Actions
Executable API actions
Flowbot triggers
When a New Customer Is Created
When a Customer Subscribes to a New Subscription Plan
When Subscription Details Are Updated
When a Subscription Ends
When the New Subscription Period Starts
When a Deposit Is Made
When a New Payment Is Created
When a New Payment Method Is Associated with a Customer
When a Payment Method Is Detached from a Customer
When a Customer's Payment Method Is Updated
When an Invoice Is Created
When a Payment Fails
When a Payment Is Successfully Completed
When a Refund Process Is Started
When the Checkout Session Is Successfully Completed
When a Product Is Created
When a Product Is Updated
When a Dispute Is Created
Flowbot operations
List Customers
Retrieve Customer Details
Retrieve Invoice
Create Customer
Create Subscription
Cancel Subscription
Create Product
Add a Price to a Product
Create Payment Link
Retrieve Subscription Details
Retrieve Payment Details
Retrieve Balance Transaction Details
List Payouts
List Balance Transactions for a Payout
Retrieve a Charge
Update Customer
Retrieve Product
Retrieve Price
Flowbot triggers
When a New Customer Is CreatedWhen a Customer Subscribes to a New Subscription PlanWhen Subscription Details Are UpdatedWhen a Subscription EndsWhen the New Subscription Period StartsWhen a Deposit Is MadeWhen a New Payment Is CreatedWhen a New Payment Method Is Associated with a CustomerWhen a Payment Method Is Detached from a CustomerWhen a Customer's Payment Method Is UpdatedWhen an Invoice Is CreatedWhen a Payment FailsWhen a Payment Is Successfully CompletedWhen a Refund Process Is StartedWhen the Checkout Session Is Successfully CompletedWhen a Product Is CreatedWhen a Product Is UpdatedWhen a Dispute Is Created
Flowbot operations
List CustomersRetrieve Customer DetailsRetrieve InvoiceCreate CustomerCreate SubscriptionCancel SubscriptionCreate ProductAdd a Price to a ProductCreate Payment LinkRetrieve Subscription DetailsRetrieve Payment DetailsRetrieve Balance Transaction DetailsList PayoutsList Balance Transactions for a PayoutRetrieve a ChargeUpdate CustomerRetrieve ProductRetrieve PriceList ProductsSearch Products (by Name)Search Prices (Exact Match by Product ID)Search CustomersCreate InvoiceCreate PriceList Billing Meter Event SummariesUpdate ProductUpdate PriceCreate Invoice ItemCreate Checkout Session (One-time Payment)Search InvoicesRetrieve Balance
Flowbot triggers
When a Record Is CreatedWhen a Record Is Updated
Flowbot operations
Retrieve RecordCreate RecordUpdate RecordDelete RecordAttach File to RecordCreate CommentSearch Records (Keyword Search)Get List of RecordsDownload Record FileMore inspiration for you
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