How to automatically create a draft email in Gmail every time a transaction is created in Paddle

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Paddle trigger to initiate your playbook's actions every time a transaction is created. Click "Add trigger" in your playbook and choose "Transaction created" from the dropdown menu under Paddle.

If you still need to connect your Paddle account to Relay.app yet, a prompt will guide you through the process.

Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft email in Gmail every time a transaction is created in Paddle.

Click the "Add step" button, locate the “Create draft” automation for Gmail, and input the mandatory and relevant details.

If your Gmail account still needs to be 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 Gmail account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft email in Gmail every time a transaction is created in Paddle without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.