How to automatically send a customized email through Gmail whenever a new subscription is created in Chargebee

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Chargebee trigger to initiate your playbook's actions when subscriptions are created. Click "Add trigger" in your playbook and choose "Subscription created" from the dropdown menu under Chargebee. This will allow your playbook to automatically identify newly created subscriptions and trigger necessary actions.

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

Integrate the Gmail automation into your playbook to ensure the email notification is promptly sent whenever a new subscription is created in Chargebee. Add a new step and select "Send email" from the list of Gmail automations.

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 send a customized email through Gmail whenever a new subscription is created in Chargebee 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.