Automatically Create Stripe Payment Links from SmartSuite (attach to invoices)

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Here’s a tutorial and blueprint for creating stripe payment links automatically.

stripe_invoice_blueprint.json (206.2 KB)

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Hi Zack,

I’d love to learn more about the video/tutorial you linked, but unfortunately, not everyone can access or watch videos on forums for various reasons. Some folks might be:

  • Short on time: A quick summary would help them decide if the video is relevant before investing their limited minutes.

  • Unable to watch videos: Accessibility limitations, data restrictions, or noisy environments might prevent them from viewing the video directly.

  • Preferring text summaries: Some people learn better by reading or simply prefer written information.

By providing a brief description or summary, you can reach a wider audience and ensure everyone can participate in the discussion on this forum. It also helps folks quickly gauge if the video aligns with their interests and needs.

Thanks!

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The video provides a detailed tutorial on automating the creation of payment links, including processing fees, using Stripe for payment processing and QuickBooks for invoicing. The process also involves using make.com to connect different APIs and SmartSuite for CRM functionalities. Here are the key points summarized:

  • Introduction to the Process:
    • The video aims to help viewers who use Stripe for payments and need an automated way to include processing fees in their payment links.
    • It outlines a process for automatically creating Stripe payment links, including processing fees, and adding them to invoices in QuickBooks.
  • Tools and Software Used:
    • Stripe for payment processing.
    • QuickBooks for creating and sending invoices.
    • make.com for connecting different software APIs.
    • SmartSuite as the CRM to manage customer and invoice data.
  • Step-by-Step Process:
    1. Setup in SmartSuite: Creating a CRM system to store customer and invoice data.
    2. Creating Payment Links in Stripe: Including processing fees in the payment links.
    3. Invoicing in QuickBooks: Automating invoice creation with the payment link included.
    4. Automation with make.com: Connecting Stripe, QuickBooks, and SmartSuite to automate the entire process.
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