How to automatically update customers in Paddle when a client is updated in Harvest

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 "Client updated" under Harvest. This will allow your playbook to automatically detect any updates made in the Harvest client and initiate necessary actions.

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

Integrate the Paddle automation into your playbook to ensure prompt customer updates in Paddle when a client in Harvest is updated.

Click the "Add step" button, then locate the "Get customer" to reference which data should be updated then, "Update customer" automation for Paddle and input the mandatory and relevant details.

If your Paddle 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 Paddle account.

Activating your playbook is the final step to automate updating the customer in Paddle. Once turned on, it will respond to any updates detected in clients' records in Harvest by updating the corresponding customer record in Paddle 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.