How to add a tag to a subscriber in ConvertKit for each new subscription in Stripe

Relay.app is an automation tool that lets you automate actions across Stripe, ConvertKit, and many other apps.
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1

Create your playbook and set the Stripe trigger as "New subscription 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 "New subscription created" under Stripe. Then, select the relevant details. This will allow your playbook to automatically detect the new subscription created 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 "Add tag to subscriber" in ConvertKit automation

Integrate the ConvertKit automation into your playbook to ensure the prompt addition of a new tag to subscriber for each subscription added in Stripe.

Click the "Add step" button, then locate the "Add tag to subscriber" automation for ConvertKit and input the mandatory and relevant details.

If your ConvertKit 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 ConvertKit account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new tag to subscriber in ConvertKit. Once turned on, it will respond to each new subscription added in Stripe by automatically adding a tag to subscriber in ConvertKit 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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