In this how-to guide

How to add a new Pipedrive person for a newly created payment in Stripe
1. Create your playbook and set the Stripe trigger as "Payment created"
2. Add the "Get or add person" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Stripe
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How to add a new Pipedrive person for a newly created payment in Stripe

How to add a new Pipedrive person for a newly created payment in Stripe

Relay.app is an automation tool that lets you automate actions across Pipedrive, Stripe, and many other apps.

Try it in Relay.app

1

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 necessary details. This will allow your playbook to automatically detect the newly 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.

2

Add the "Get or add person" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new Pipedrive person when a new payment has been created in Stripe.

Click the "Add step" button, then locate the "Get or add person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new Pipedrive person. Once turned on, it will respond to each newly created payment in Stripe by adding a new person on Pipedrive 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.

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