Create a payment link from Salesforce for Stripe and send it via email.

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■Overview

This is a flow to create a payment link from Salesforce to Stripe and send it via email.

By using Yoom, you can easily connect apps without programming.

By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.

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■Recommended for

1. Those who use Salesforce for customer and sales management

・Those who want to efficiently handle billing tasks and quickly complete payments

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2. Those who use Stripe for payment processing

・Those who want to automate the process of generating payment links directly from Salesforce and sending them to customers

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■Benefits of using this template

By utilizing an automated flow that creates a payment link from Salesforce to Stripe and sends it via email, you can eliminate the manual effort of generating links and sending emails.
This improves operational efficiency and enables quicker response to customers.

Additionally, reducing manual errors enhances reliability for customers.
In particular, speeding up and ensuring accuracy in billing tasks contributes to improved cash flow and supports smooth business operations overall.

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■Notes

・Please integrate Yoom with both Salesforce and Stripe.

・Stripe and Salesforce are apps available only 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 Flowbot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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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.

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Templates using

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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce