
Automate Stripe with Ottermation by Speak Toomey
Stripe gives you a ready-made checkout and subscription engine, so taking a payment is as simple as sharing a link or embedding a button. But the real magic happens when that payment kicks off everything else you normally do by hand—receipts, bookkeeping, customer notifications, even failed-card follow-ups. By connecting Stripe to Zapier and a few lightweight workflows we build for you, every sale instantly updates your books, pings the right teammates, and keeps customers in the loop without anyone lifting a finger.
Table of Contents
Pain Points
How We Help
Real Impact
Tech Stack
Pain Points
Collecting money is easy—everything around it isn’t:
Manual receipts. You email every customer a PDF after they pay.
Slow bookkeeping. Finance imports payouts into QuickBooks at month-end.
Payment chases. You remind clients about failed cards one at a time.
How We Can Help
Stripe and automations handle all the busy work
Instant receipt e-mail. New payment ➜ branded receipt + Thank-you text in under a minute.
Auto-posting to QuickBooks. Stripe payout hits, Zapier creates the matching deposit and fee entry.
Card-fail follow-up. Failed charge triggers a friendly SMS with a “try again” link—and opens a reminder task if no reply in 24 h.
Tech Stack
Payments: Stripe
Automation: Zapier · Ottermation
Finance: QuickBooks · Google Sheets
Messaging: Slack · Twilio SMS
CRM & Email: HubSpot · Gmail
Ready to automate your finance flow?
Book a free 15-minute automation audit
Questions? Check our Apps We Automate hub or email support@speaktoomey.com.