How to add tags to ConvertKit subscribers from new rows in Retable

Relay.app is an automation tool that lets you automate actions across Retable, ConvertKit, and many other apps. In this guide, we'll show you how to automatically run the “add tag to subscriber” action in ConvertKit for each row added in Retable using Relay.app.
Retable logoRetable > ConvertKit
Trigger
Last triggered
Retable logoRow added
ConvertKit logoAdd tag to subscriber
1

Create your playbook and set the Retable trigger as "Row added"

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 "Row added" under Retable. Then, select the table and the type of changes you're interested in monitoring. This will allow your playbook to automatically detect the new rows added in Retable and initiate necessary actions.

If this is your first time using a Retable 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 row added to Retable.

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 row added to Retable 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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