How to automatically create new customers in Paddle for each form respondent in Tally

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "New form submission" under Tally. Then, select the form. If this is your first time using a Tally integration in Relay.app, you'll be prompted to connect your Tally account.

Now, every time there is a new form submission in Tally, your playbook will run automatically.

Integrate the Paddle automation into your playbook to ensure the prompt creation of a new customer in Paddle when a new submission is received in Tally.

Click the "Add step" button, then locate the "Get or create customer" automation for Paddle and input the mandatory and relevant details.

If your Paddle 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 Paddle account.

Activating your playbook is the final step to automate the creation of a new customer in Paddle. Once turned on, it will respond to each new submission received in Tally by creating a new customer on Paddle 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.