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How to automatically send a drafted email in Gmail every time a customer is created in Paddle

How to automatically send a drafted email in Gmail every time a customer is created in Paddle

Relay.app is an automation tool that lets you automate actions across Gmail, Paddle, and many other apps. In this guide, we'll show you how to automatically run the “send draft” action in Gmail for each customer created in Paddle using Relay.app.
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Paddle logoPaddle > Gmail
Trigger
Last triggered
Paddle logoCustomer created
Gmail logoSend draft
1

Set the Paddle trigger as “Customer created”

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 customer is created. Click "Add trigger" in your playbook and choose "Customer 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.

2

Add the “Send draft” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt sending of a drafted email in Gmail every time a customer is created in Paddle.

Click the "Add step" button, locate the “Send 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.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a drafted email in Gmail every time a customer 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.

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