How to add a new Paddle customer to your Coda table

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Customer created" under Paddle. Then, select the necessary details. This will allow your playbook to automatically detect the new customer created in Paddle and initiate necessary actions.

If this is your first time using a Paddle integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Coda automation into your playbook to ensure the prompt addition of a new row in Coda for each new customer created in Paddle.

Click the "Add step" button, then locate the "Add row" automation for Coda and input the mandatory and relevant details.

If your Coda 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 Coda account.

Activating your playbook is the final step to automate the addition of a new row in Coda. Once turned on, it will respond to a new customer created in Paddle by adding the details in Coda table 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.