How to automatically create events in Outlook Calendar to onboard new clients after successful payments in Stripe

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

Create your playbook and set the Stripe trigger as "New payment 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 "New payment added" under Stripe. Then, add the necessary and important details like amount and currency. This will allow your playbook to automatically detect the new payments 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 "Create event" in Outlook Calendar automation

Integrate the Outlook Calendar automation into your playbook to ensure the prompt creation of a new event for each new succeeded payment added in Stripe.

Click the "Add step" button, then locate the "Create event" automation for Outlook Calendar and input the mandatory and relevant details.

If your Outlook Calendar 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 Outlook Calendar account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new event for each new payment added. Once turned on, it will respond whenever a new succeeded payment is added in Stripe by creating a new event in Outlook Calendar 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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