- How to automatically send an email using Outlook every time a new customer is created in Stripe
- 1. Set the Stripe trigger as “Customer created”
- 2. Add the “Send email” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Outlook Mail and Stripe
- Related blog posts
- More how-to guides featuring Outlook Mail and Stripe
How to automatically send an email using Outlook every time a new customer is created in Stripe
Set the Stripe 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 Stripe trigger to initiate your playbook's actions every time a new customer is created. Click "Add trigger" in your playbook and choose "Customer created" from the dropdown menu under Stripe.
If you still need to connect your Stripe account to Relay.app yet, a prompt will guide you through the process.
Add the “Send email” step in Outlook
Integrate the Outlook automation into your playbook to ensure the prompt sending of an email using Outlook every time a new customer is created in Stripe.
Click the "Add step" button, locate the “Send email” automation for Outlook, and input the mandatory and relevant details.
If your Outlook 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 Outlook account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an email using Outlook every time a new customer is created in Stripe 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.