■Overview
This is a flow to create a payment link from Stripe using HubSpot and send it via Gmail.
By using a trigger with a Chrome extension, you can initiate the trigger directly from HubSpot.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who frequently use HubSpot for business
・Those who manage transaction information in HubSpot
2. Those who use Stripe to conduct business
・Those who manually create payment links
■Benefits of using this template
When interacting with customers to sell products or services, using Stripe payment links can make the process smoother.
However, creating payment links requires entering information such as product names and quantities, which can be time-consuming if done manually each time.
In this flow, you can automate the creation of Stripe payment links by triggering a Chrome extension from the HubSpot transaction details page.
The Stripe payment link is sent via Gmail, allowing you to streamline transaction operations.
■Notes
・Please integrate HubSpot, Stripe, and Gmail 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, 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 two-week free trial. During the free trial, you can use apps that are subject to restrictions.
When an email matching specific keywords is received
When an email with a specific label is received
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
Retrieve List of Message IDs
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
When an email matching specific keywords is receivedWhen an email with a specific label is received
Retrieve List of Message IDsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
When a new contact is createdWhen a new company is createdWhen a new deal is created
When a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedForm SubmittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a custom object record is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a Service is createdWhen a Service is created or updatedWhen a Task is createdWhen a note is added to a deal
Create ContactRetrieve ContactGet Latest Contact IDsUpdate ContactSearch Contact (Keyword Search)Create CompanyRetrieve Company InformationRetrieve Latest Company IDUpdate CompanySearch Company (Keyword Search)Create DealGet Deal DetailsRetrieve Latest Deal IDUpdate DealSearch Deals (Keyword)Get Contact Custom PropertiesRetrieve Company Custom PropertiesGet Deal Custom PropertiesGet List of Contact IDsGet List of Company IDsSearch Deals (Filter Search)Update Contact Custom PropertyUpdate Company Custom PropertiesUpdate Deal Custom PropertiesCreate TicketSubmit Information to FormUpdate TicketAssociate RecordsAdd Note to ContactGet Public URL of FileGet Custom Object RecordsCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object RecordsRetrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Update Ticket Custom PropertyAdd Note to CompanyAdd Note to DealAdd Note to TicketAdd Meeting to CompanySearch multiple contacts (filter criteria)Get Ticket DetailsAdd Product Item to DealSearch Products (Filter Search)Get Owner (Representative) InformationGet List of Owners (Assignees)Search Multiple Companies (Filter Conditions)Add a Note to a Custom Object RecordRetrieve Company IDs Associated with a Specific ContactRetrieve the Custom Object Record ID Associated with a Specific DealCreate userRetrieve Service Custom PropertiesCreate Meeting LogGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate Call LogList tax ratesSearch deals (filter)Search fees (filter)Search discounts (filter)Search quote templates (filter)Add signer to quoteCreate QuoteGet line items for a dealGet line item detailsList tasksGet taskCheck object associationsGet user detailsSearch users (keyword)Search users (filter)Get subscription definitions
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
List CustomersRetrieve CustomerRetrieve invoiceCreate CustomerCreate subscriptionCancel SubscriptionCreate ProductAdd a Price to a ProductCreate Payment LinkRetrieve subscription detailsRetrieve Payment Intent detailsRetrieve balance transaction detailsRetrieve list of payoutsRetrieve balance transactions for a payoutRetrieve ChargeUpdate CustomerRetrieve ProductRetrieve PriceList ProductsSearch products (by product name)Search price information (exact match by product ID)Search customersCreate invoiceCreate priceList billing meter event summariesUpdate productUpdate priceCreate Invoice ItemCreate Checkout Session (One-time Payment)
