- How to create a new contact in Brevo for a newly created subscription in Chargebee
- 1. Create your playbook and set the Chargebee trigger as "Subscription created"
- 2. Add the "Update or create contact" in Brevo automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Brevo and Chargebee
How to create a new contact in Brevo for a newly created subscription in Chargebee
Create your playbook and set the Chargebee trigger as "Subscription created"
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 setup this playbook, click "Add trigger" and then select "Subscription created" under Chargebee. Then, select the necessary details. This will allow your playbook to automatically detect the newly created subscription on Chargebee and initiate necessary actions.
If this is your first time using a Chargebee integration in Relay.app, a prompt will guide you through the connection process.
Add the "Update or create contact" in Brevo automation
Integrate the Brevo automation into your playbook to ensure the prompt creation of a new contact in Brevo when a new subscription has been created on Chargebee.
Click the "Add step" button, then locate the "Update or create contact" automation for Brevo and input the mandatory and relevant details.
If your Brevo 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 Brevo account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Brevo. Once turned on, it will respond to each newly created subscription on Chargebee by creating a new contact on Brevo 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.