Gmail and Stripe integration

Create Job Folders, Tasks, Alerts, and Onboarding Emails After Stripe Payment with Google Drive, ClickUp, and Slack Categories: Payments, Project Operations, Client Onboarding This workflow creates a complete payment → project kickoff system for service-based businesses. Once a client pays via Stripe, the system automatically provisions project infrastructure, records the order, notifies the team, and sends clear next steps to the client. Built for operational reliability rather than flash, this workflow proves that strong client experiences come from consistent execution, not manual coordination. Benefits Instant Project Kickoff** – Projects are fully set up the moment payment clears Operational Consistency** – Every client starts with the same clean structure Fail‑Loud Safeguards** – Critical errors stop execution and alert the team Reduced Manual Ops** – No copying data across tools after payment Professional Client Experience** – Immediate confirmation and next steps Fully Customizable** – Folder structures and tasks are examples, not constraints How It Works Payment & Validation Listens for successful Stripe payments Verifies required customer and package data Prevents partial setup if data is missing Client & Order Identification Locates the client in your CRM using email Creates an internal order record as a source of truth Project Infrastructure Provisioning Creates a project folder structure in Google Drive (example configuration) Creates a ClickUp project list with default tasks (example configuration) Communication & Handoff Sends a welcome email with onboarding instructions to the client Notifies the internal team in Slack that work can begin Error Handling Critical failures stop execution and surface alerts Non‑critical failures alert the team but allow progress This staged approach keeps the workflow easy to reason about and safe to operate at scale. Required Setup Configuration Core Configuration Update the Workflow Configuration node: intakeFormUrl – Your onboarding or intake form parentFolderId – Google Drive folder where client projects live Required Integrations Stripe Google Drive Google Sheets (CRM + Orders) ClickUp Gmail Slack Once credentials are connected and configuration values are set, the workflow is ready for testing. Project Structure (Example Configuration) The structures below are examples only. They demonstrate how the workflow provisions infrastructure automatically. You can freely rename, remove, or replace folders and tasks to match any service or industry. Google Drive Example folder structure: YYYY-MM — Client Name — Package ├─ 01-Intake ├─ 02-Logo ├─ 03-Brand Kit ├─ 04-Website └─ 05-Final Delivery ClickUp Example default tasks: Brand Questionnaire Review Logo Concepts Brand Kit Website Build All task names, counts, and priorities are customizable. Business Use Cases Agencies delivering repeatable services Productized service businesses Freelancers managing multiple paid engagements Internal teams onboarding clients or stakeholders If work begins after payment, this workflow fits. Business Impact Faster project start times Fewer setup errors Clear ownership between sales and delivery Improved client confidence after payment Reduced operational overhead as volume scales The payment moment becomes a clean handoff instead of an operational bottleneck. Difficulty & Cost Difficulty Level:** Intermediate Estimated Setup Time:** 30–45 minutes Monthly Operating Cost:** ~$0–$10 (API usage dependent) Installation Steps Connect all required credentials Update the Workflow Configuration node Run a test Stripe payment Verify folders, tasks, email, and Slack alerts Activate the workflow Customization & Extensions This workflow is designed to plug cleanly into a larger end‑to‑end sales → delivery automation system. If you are building multiple automations, this template typically sits in the middle of the lifecycle. How It Fits Into a Larger System Common upstream and downstream integrations include: Lead & Opportunity Pipelines** When combined with lead scraping, enrichment, and qualification workflows, this automation acts as the handoff point where a qualified opportunity becomes a paid project. Proposal & Payment Flows** This workflow is commonly triggered after an automated proposal + Stripe checkout flow, ensuring that once payment clears, production begins immediately with no manual coordination. Client Intake & Brief Generation** The welcome email can link directly into automated intake form workflows that convert responses into structured briefs, creative direction, or production instructions. Production & Delivery Pipelines** Project folders and tasks created here can act as triggers for downstream workflows such as approvals, revision tracking, asset delivery, or website launches. Typical Expansion Path For fast ROI, many teams implement these stages in order: Payment → Project Kickoff (this workflow) Intake Form → Structured Brief Production Pipelines (Design / Website / Delivery) Additional layers such as lead scraping, outbound outreach, and nurture engines can be added before this workflow once delivery operations are stable. If you’re curious, I’ve built other templates that cover the steps before and after this one (lead gen, proposals, intake, production, etc.). You can find those on my profile — they’re designed to work together, but each one stands on its own.

How It Works This workflow automates financial reconciliation by orchestrating multiple AI agents to detect mismatches, analyze root causes, and apply corrections across bank statements, invoices, and e-commerce platforms. Designed for finance teams, accountants, and business owners managing high transaction volumes, it eliminates manual reconciliation tedious work that typically consumes hours weekly. The system retrieves financial data from Stripe, banking APIs, and e-commerce platforms, then feeds it to specialized AI agents: one detects discrepancies using pattern recognition, another performs root cause analysis, and a third generates ledger corrections. An orchestrator agent coordinates these specialists, ensuring systematic processing. Results are logged to Google Sheets and trigger email notifications for critical issues, creating an audit trail while reducing reconciliation time from hours to minutes with 95%+ accuracy. Setup Steps Configure Stripe API credentials in "Get Stripe Transactions" node Add banking API authentication for "Get Bank Feed Data" node Connect e-commerce platform (Shopify/WooCommerce) credentials Input NVIDIA API key for all OpenAI Model nodes Set OpenAI API key in Orchestrator Agent Configure Gmail credentials for notification node Prerequisites NVIDIA API access, OpenAI API key, Stripe account Use Cases Monthly financial close automation, daily transaction reconciliation Customization Modify detection thresholds, add custom financial data sources Benefits Reduces reconciliation time by 90%, eliminates manual data entry errors

Stripe Invoice Reminder Workflow Who’s this for Businesses using Stripe subscriptions or one-time payments who want to automatically follow up with customers after a failed payment. What this workflow does Detects expired or failed charges in Stripe Drafts AI-generated payment reminders for customers Creates a new Stripe invoice for the failed payment Optionally sends reminders via Email or Slack How it works Stripe trigger listens for expired charges Set node normalizes customer and payment information OpenAI node drafts a friendly payment reminder Stripe node creates a new invoice Optional Email/Slack node sends the reminder How to set up Connect Stripe account and enable 'charge.expired' events Connect OpenAI API credentials Configure Email or Slack notifications if desired Optional: Customize AI prompt for company tone Requirements n8n account with Stripe integration OpenAI API key Optional Email/Slack integration How to customize Change AI prompt to fit brand voice Include dynamic invoice details or subscription links Add internal alerts for accounting teams Modify email templates or Slack messages

How It Works Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML submissions. Designed for e-commerce businesses, SaaS companies, and multi-channel retailers managing complex revenue streams, it eliminates manual reconciliation, reduces filing errors, and speeds up financial reporting by automating the entire pipeline from data collection to government submission. Setup Steps Connect Stripe/PayPal/Shopify accounts with API keys to respective nodes. Configure bank feed authentication Set OpenAI credentials for AI Income Categorizer node. Link Google Drive and Gmail Add government tax API endpoint and authentication credentials. Prerequisites Stripe, PayPal, Shopify, or bank APIs; OpenAI account; Google Workspace; Use Cases Quarterly tax preparation for e-commerce; multi-channel revenue reconciliation; Customization Modify normalization rules per jurisdiction; add expense categories to AI prompt; Benefits Eliminates manual reconciliation; reduces tax filing time by 80%; improves accuracy;

How It Works This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting through GPT-4–based structured analysis. It systematically retrieves revenue data, consolidates disparate datasets into a unified view, and applies GPT-4 to predict upcoming tax obligations with greater accuracy. The system then generates clearly formatted, audit-ready reports and automatically distributes tax projections to designated agents via Gmail, while securely storing all outputs in Google Sheets to maintain traceable audit trails. Designed for tax professionals, accounting firms, and finance teams, it enables accurate predictive tax planning and supports a proactive compliance strategy without the need for manual calculations or spreadsheet-driven analysis. Setup Steps Connect Stripe, PayPal, Shopify credentials via n8n authentication. Configure OpenAI GPT-4 API key for structured tax analysis. Connect Gmail account for report distribution and Google Sheets. Set monthly trigger schedule and customize tax category rules. Prerequisites Stripe, PayPal, Shopify, or bank feed accounts; OpenAI API key; Gmail account; Google Sheets. Use Cases Accounting firms automating quarterly tax prep for multiple clients Customization Modify revenue sources, adjust GPT-4 prompts for specific tax scenarios Benefits Eliminates manual tax calculations, reduces forecasting errors

Event Participant Management and Automated Follow-up System This workflow automates the entire process of managing event participants, from registration and payment to sending reminders and follow-up communications. It's designed for event organizers who want to streamline their operations and ensure a smooth experience for attendees. Who is this for? This template is ideal for event organizers, community managers, and businesses that host workshops, webinars, conferences, or any event requiring participant registration and communication. How it works The workflow is divided into three main parts: Registration and Onboarding: When a new participant registers via a Typeform, their details are immediately added to a Google Sheet. Payment is processed via Stripe. Upon successful payment, a confirmation email is sent to the participant, and the event is added to their Google Calendar. The organizer receives a Slack notification about the new registration. Event Reminders: A daily scheduled trigger checks the Google Sheet for upcoming events. It calculates if an event is within the specified reminder period (e.g., 3 days before). If a reminder is needed, an email is automatically sent to the participant. Post-Event Follow-up: Another daily scheduled trigger checks for past events. It calculates if an event is due for a follow-up (e.g., 2 days after). A thank-you email, including a survey link, is sent to participants. The participant's status in the Google Sheet is updated to mark the follow-up as sent. How to set it up Typeform Registration Form: Replace <PLACEHOLDER_VALUE__Typeform Form ID> with your actual Typeform ID. Workflow Configuration: Fill in the placeholder values for Event Name, Event Date, Event Time, Event Location, Participation Fee Amount, and Slack Channel ID. Google Sheets: Replace <PLACEHOLDER_VALUE__Google Sheets Document ID> and <PLACEHOLDER_VALUE__Sheet Name (e.g., Participants)> with your Google Sheet details. Ensure your sheet has columns for "Name", "Email", "Phone", "Registration Date", "Event Name", "Event Date", "Payment Status", "Follow-up Sent", and "Follow-up Date". You will need to set up Google Sheets OAuth2 API credentials. Stripe (Process Payment): Replace <PLACEHOLDER_VALUE__Customer ID> and <PLACEHOLDER_VALUE__Source ID> with your Stripe customer and source IDs. You will need Stripe API credentials. Gmail (Send Confirmation Email, Send Reminder Email, Send Thank You & Survey): You will need to set up Gmail OAuth2 credentials. Google Calendar (Add to Calendar): You will need to set up Google Calendar OAuth2 API credentials. Slack (Notify Organizer): Replace <PLACEHOLDER_VALUE__Slack Channel ID> (if not already set in Workflow Configuration) and set up Slack OAuth2 API credentials. Survey URL (Send Thank You & Survey): Replace <PLACEHOLDER_VALUE__Survey URL> with the link to your post-event survey. Requirements Typeform account and a registration form. Google Sheet for participant management. Stripe account for payment processing. Gmail account for sending emails. Google Calendar for event scheduling. Slack account for organizer notifications. n8n credentials for Google Sheets, Stripe, Gmail, Google Calendar, and Slack. How to customize the workflow Reminder/Follow-up Timing:** Adjust the reminderDaysBefore and followupDaysAfter values in the "Workflow Configuration" node to change when reminder and follow-up emails are sent. Email Content:** Modify the HTML content in the "Send Confirmation Email", "Send Reminder Email", and "Send Thank You & Survey" nodes to match your branding and messaging. Payment Currency:** Change the currency in the "Process Payment" node if your event uses a different currency. Additional Data:** Extend the Google Sheets nodes to capture more participant information from Typeform if needed. Integration:** Easily integrate with other services by adding more nodes, for example, a CRM to add new participants as leads.

This n8n template demonstrates how to automate the followup when your customer completes a checkout in Stripe by emailing a receipt, logging the transaction, and sending an internal notification. See the video. Who it's for This workflow is for small to medium sized organizations using Stripe for payment processing and looking for a simple way to automate communication and logging that needs to happen post-checkout. How it works The workflow is triggered when a Stripe checkout is completed and again when Stripe creates an invoice. Checkout and invoice details are logged to a Google Sheet. A Slack message is sent to a channel where RevOps receive notifications about new sales. Lastly, a personalized email is sent to the customer with a link for downloading their receipt. How to set up Edit the two Stripe trigger nodes to enter your credentials. Create a Google Sheet named Payments with two tabs: transactions and invoices and the columns as shown in this example. Edit the three Google Sheets nodes to enter your credentials. The Gmail node also needs the credentials of the account that you want emails to come from. Lastly, enter credentials into the Slack node for the user that you want to be shown as posting Stripe transaction notifications. The Slack node is configured to send notifications to the revops channel, but you can change that to be whatever channel you want to use. Use your Stripe sandbox to test the workflow. In your sandbox, create a payment link that you can use to create the checkouts that will trigger the workflow. Make sure that your payment link has the option checked to create a post-payment invoice PDF. This will trigger the Invoice Created node. Requirements Stripe Account Google Workspace Account (Sheets, Mail) Slack Account

Streamline Your Zoom Meetings with Secure, Automated Stripe Payments This comprehensive workflow automates the entire process of setting up a paid online event, from scheduling a Zoom meeting and creating a Stripe payment link to tracking participants and sending confirmation emails. How it Works This workflow has two primary, distinct branches: Event Creation and Participant Registration. Event Creation Flow (Triggered via Form): An administrator submits details (title, price, date/time) via a form. The workflow creates a new Zoom meeting with a unique password. It creates a Stripe Product and a Payment Link. A dedicated Google Sheet tab is created for tracking participants. An email is sent to the event organizer with all the details, including the Zoom link, payment link, and participant list URL. Participant Registration Flow (Triggered via Stripe Webhook): A webhook is triggered when a Stripe payment is completed (checkout.session.completed). The participant's details are added to the dedicated Google Sheet tab. A confirmation email is sent to the participant with the Zoom link and password. A notification email is sent to the event organizer about the new registration. Use Cases Webinar Sales**: Automate setup and registration for paid webinars. Consulting/Coaching Sessions**: Streamline the booking and payment process for group coaching calls. Online Classes**: Handle registration, payment, and access distribution for online courses or classes. Setup Instructions Credentials: Add credentials for: Zoom: For creating the meeting. Google: You need both Gmail and Google Sheets credentials. Stripe: For creating products and handling payment webhooks. Google Sheet: Create a new, blank Google Sheet to hold meeting and participant information. Config Node: Fill the Config node with: currency (e.g., EUR). sheet_url (the URL of the Google Sheet you created). teacher_email (the organizer/host's email). Workflow Logic The workflow splits into two logical parts handled by an if node: Part A: Event Creation (Triggered by Creation Form) Trigger: Creation Form (Form Trigger). Check: if is creation flow (If) evaluates to true. Zoom: Create Zoom meeting creates the session. Stripe Product: Create Stripe Product creates a product and price in Stripe. Stripe Link: Create payment link generates the public payment link, embedding Zoom and sheet metadata. Google Sheet: Create participant list creates a new sheet tab for the event. Email Host: Send email to teacher notifies the host of the successful setup. Part B: Participant Registration (Triggered by On payment) Trigger: On payment (Stripe Trigger - checkout.session.completed). Format: Format participant extracts customer details. Google Sheet: Add participant to list appends the new participant's info to the event's sheet. Email Participant: Send confirmation to participant sends the Zoom access details. Email Host: Notify teacher sends a registration alert. Node Descriptions | Node Name | Description | |-----------|-------------| | Creation Form | A form trigger used to input the event's required details (title, price, start date/time). | | On payment | A Stripe trigger that listens for the checkout.session.completed event, indicating a successful payment. | | Create Zoom meeting | Creates a new Zoom meeting, calculating the start time based on the form inputs. | | Create Stripe Product | Posts to the Stripe API to create a new product and price based on the form data. | | Create payment link | Creates a Stripe Payment Link, embedding Zoom meeting and Google Sheet ID metadata. | | Create participant list | Creates a new tab (named dynamically) in the configured Google Sheet for event tracking. | | Add participant to list | Appends a new row to the event's Google Sheet tab upon payment completion. | | Send email to teacher / Notify teacher | Sends emails to the host/organizer for creation confirmation and new participant registration, respectively. | | Send confirmation to participant | Sends the welcome email to the paying customer with the Zoom access details retrieved from the Stripe metadata. | Customization Tips Email Content**: You are encouraged to adapt the email contents in the Gmail nodes to fit your branding and tone. Currency**: Change the currency in the Config node. Zoom Password**: The password is set to a random 4-character string; you can modify the logic in the Create Zoom meeting node. Stripe Price**: The price is sent to Stripe in the smallest currency unit (e.g., cents, * 100). Suggested Sticky Notes for Workflow Setup**: "Add Your credentials [Zoom, Google, Stripe]. Note: For Google, you need to add Gmail and Google Sheet. Create a new Google Sheet. Keep this sheet blank for now. And fill the config node." Creation Form**: "Your journey to easy event management starts here. Click this node, copy the production URL, and keep it handy. It's your personal admin tool for quickly creating new meetings." Customize**: "Feel free to adapt email contents to your needs." Config**: "Setup your flow". Required Files 2DT5BW5tOdy87AUl_Streamline_Your_Zoom_Meetings_with_Secure,_Automated_Stripe_Payments.json: The n8n workflow export file. A new, blank Google Sheet (URL configured in the Config node). Testing Tips Test Creation**: Run the Creation Form to trigger the Part A flow. Verify that a Zoom meeting and Stripe Payment Link are created, a new Google Sheet tab appears, and the host receives the setup email. Test Registration**: Simulate a successful payment to the generated Stripe link to trigger the Part B flow. Verify that the participant is added to the Google Sheet, receives the confirmation email with Zoom details, and the host receives the notification. Suggested Tags & Categories #Stripe #Zoom #Payment #E-commerce #GoogleSheets #Gmail #Automation #Webinar

🎉 Do you want to master AI automation, so you can save time and build cool stuff? I’ve created a welcoming Skool community for non-technical yet resourceful learners. 👉🏻 Join the AI Atelier 👈🏻 Unlock streamlined Zoom Meeting organization and exclusive access management with this n8n workflow. Designed for educators, event organizers, and businesses, this tool automates your event logistics, so you can focus on delivering valuable content. Features Zoom Meetings Creation:** Instantly generate new Zoom meetings with the n8n built-in form. Collect Payments Using Stripe:** Effortlessly monetize your events with secure, automatically created Stripe payment pages for each meeting. Exclusive Gated Access:** Ensure your content remains exclusive by sending Zoom meeting passwords only to verified subscribers who have completed their payment through Stripe. Participants Email Notifications:** Automate the distribution of Zoom meeting details post-payment, eliminating the need for manual email management and ensuring participants are promptly informed. Instant and Easy Participants Overview:** Manage and track your event registrations with ease. All related data is stored in a Google Sheets document that you own. You're notified via email with each new subscription, simplifying participant management. Set Up Steps Connect your Zoom, Stripe, Gmail and Google Sheet credentials. Create an empty Google Sheet in your Google Drive. Fill the config node (Sheet URL, email and currency). Edit email text. This n8n workflow template is designed to minimize setup time and maximize efficiency, allowing you to focus on delivering value to your subscribers. With just a few clicks, you can automate the entire process of organizing and monetizing your Zoom meetings. Created by the n8ninja.