Automate Invoicing: Sync Monday.com and Stripe to Get Paid Faster 💸 скачать в хорошем качестве

Automate Invoicing: Sync Monday.com and Stripe to Get Paid Faster 💸

Tired of manual data entry? 🤯 In this Workflow Magic tutorial, we show you how to bridge the gap between Monday.com and Stripe using Make (formerly Integromat) to fully automate your billing cycle. We walk you through a professional workflow that pulls item details, checks for existing customers in Stripe, generates PDF invoices, and attaches them back to your Monday board automatically. No more typos, no more delays—just faster payments and a synchronized team. What you’ll learn: Pulling itemized data from Monday.com (Company, Service, Amount). Using Routers in Make to handle new vs. existing Stripe customers. Automating PDF generation and deal record updates. Scaling your workflow with Slack, Teams, and recurring subscriptions. Chapters: 0:00 Streamlining your billing process 0:45 Pulling item details from Monday.com 1:20 Router Logic: New vs. Existing Customers 2:05 Creating and finalizing Stripe invoices 2:45 Generating PDFs and syncing back to Monday 3:20 Updating invoice status and client delivery 3:45 Scaling with Slack and Recurring Billing 🔗 Ready to automate your business? Book a free discovery call with Workflow Magic here: https://www.workflowmagic.co/let-get-... #WorkflowAutomation #MondayCom #Stripe #MakeCom #NoCode #BusinessEfficiency #Invoicing #WorkflowMagic