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

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■Overview

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

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

With Yoom, you can easily integrate between apps without the need for programming.

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‍■Recommended for

1. Those who manage transaction information in Salesforce

・Those who want to synchronize information with other tools to improve work efficiency

2. Those who use Stripe in their business

・Those who want to automate the creation of payment links to reduce working time

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■Benefits of using this template

With this flow, you can create a payment link for Stripe from the record detail page of a custom object in Salesforce and automatically send it to the customer via Outlook.

This eliminates the need for manual data entry, link creation, and email sending, reducing workload and preventing human errors.

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■Notes

・Please integrate Salesforce, Stripe, and Outlook with Yoom.

・Salesforce and Stripe are apps available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the configured operations and data connections 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 normally restricted.

・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business). If you are not subscribed to the General Business Plan, authentication may fail.

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

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