How to automatically send a new message via ClickSend to the new customer created in Paddle

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Customer created" under Paddle. Then, select the necessary details. This will allow your playbook to automatically detect the new customer created in Paddle and initiate necessary actions.

If this is your first time using a Paddle integration in Relay.app, a prompt will guide you through the connection process.

Integrate the ClickSend automation into your playbook to ensure the prompt sending of text messages to each new customer created in Paddle.

Click the "Add step" button, then locate the "Send text message" automation for ClickSend and input the mandatory and relevant details.

If your ClickSend 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 ClickSend account.

Activating your playbook is the final step to automate the sending of a new text message in ClickSend. Once turned on, it will respond to a new customer created in Paddle by sending the customer a new text message via ClickUp 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.