Automate Stripe Invoicing Workflow with ClickUp & Gmail Notifications

Stripe invoicing automation that is connected to your CRM, in this example, it is ClickUp. At the end of the flow, once your lead has been sent an invoice, you (or your team) will be sent an email notifying you of the newly sent invoice with all relevant details.

How it works: • Monitors ClickUp task status → triggers workflow when status changes to send invoice.

• Fetches task details from ClickUp, including customer name, email, and project cost.

• Creates a Stripe customer using the fetched information.

• Generates a Stripe invoice via HTTP request, including description, footer, and due date (calculated in Unix timestamp).

• Adds invoice items automatically with correct amounts (converted to cents for Stripe).

• Sends the invoice to the customer automatically (manual or auto-charge option).

• Sends notification emails to team members with a link to the ClickUp task.