- How to automatically upload new Stripe invoices as files to Google Drive
- 1. Create your playbook and set the Stripe trigger as "Payment created"
- 2. Add the "Upload file" in Google Drive automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Google Drive and Stripe
- Related blog posts
How to automatically upload new Stripe invoices as files to Google Drive
Create your playbook and set the Stripe trigger as "Payment created"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Payment created" under Stripe. Then, select the relevant details. This will allow your playbook to automatically detect the new created payment in Stripe and initiate necessary actions.
If this is your first time using a Stripe integration in Relay.app, a prompt will guide you through the connection process.
Add the "Upload file" in Google Drive automation
Integrate the Google Drive automation into your playbook to ensure the prompt upload of file for each task payment created in Stripe.
Click the "Add step" button, then locate the "Upload file" automation for Google Drive and input the mandatory and relevant details.
If your Google Drive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Drive account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate uploading the file in Google Drive. Once turned on, it will respond to each new payment created in Stripe by uploading the specific file in Google Drive without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.