How to automatically send a Signeasy envelope to a new customer in Paddle

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 set up this playbook, click "Add trigger" and then select "Customer created" under Paddle. Then, select the necessary details. This will allow your playbook to automatically detect each newly created customer 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 Signeasy automation into your playbook to ensure the prompt sending of an envelope to sign from Signeasy when a new customer has been created on Paddle.

Click the "Add step" button, then locate the "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy 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 Signeasy account.

Activating your playbook is the final step to automate the sending of an envelope to sign from Signeasy. Once turned on, it will respond to each newly created customer in Paddle by sending an envelope to sign from Signeasy 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.