Connect Stripe to Gmail and Outlook
When a customer asks about a charge or an invoice, the reply is drafted from their Stripe record, with the invoice PDF attached. You review and send.
When a customer asks about a charge or an invoice, the reply is drafted from their Stripe record, with the invoice PDF attached. You review and send.
September invoice
Our accounts team needs the September invoice for the Pro plan. Could you send it over?
Looked up
Hi Jenny,
September's invoice is attached: 1A2B3C4D-0009, $49.00, paid on Sep 3 with the Visa ending 4242.
Let me know if your accounts team needs anything else.
MayaRidgeline
Can you resend my September invoice?
Attached. It's invoice 0009, $49.00, paid Sep 3.
InboxPilotAttaches the invoice PDF they ask for.
Where is my refund?
We refunded $49.00 to your Visa ending 4242 on Sep 18.
InboxPilotQuotes the amount, date and card from their payments.
When does my plan renew?
On Nov 3, at $49.00 a month.
InboxPilotReads their plan and next billing date.
Write what should happen in one sentence. InboxPilot turns it into steps that run on every matching email.
Your instruction
“Draft replies to billing emails from the customer's Stripe record and label them Billing. If someone disputes a charge, forward it to finance@ridgelineapp.com.”
When
A new email about a charge, refund, invoice or subscription
Checks
AI finds the sender in Stripe and reads their payments, invoices and subscription
Then
02
To customers, payments, invoices and subscriptions. InboxPilot can't change anything.
03
Replies wait in Gmail or Outlook, quoting the customer's amounts and dates.
04
Each customer's emails show on their Stripe pages.
| Option | What it does with a billing email | Who writes the reply |
|---|---|---|
| InboxPilot (our pick) | Drafts the reply in Gmail or Outlook from the customer's Stripe record, with the invoice PDF attached | InboxPilot, and you send it |
| Zapier or Make | Sends a set email when a Stripe event fires, such as a new subscription | A template you write |
| A help desk's Stripe sidebar | Shows the customer's billing details next to the ticket | Your agent, by hand |
| Stripe's own emails | Sends receipts, invoices and failed-payment notices | Stripe's templates |
Install inboxpilot from the Stripe App Marketplace, or click Connect Stripe under Integrations in InboxPilot, then approve the install in Stripe. Stripe is included on every plan, from Starter at $39 a month, and each plan starts with a 7-day free trial.