How to create a new customer in Paddle for every new Fillout respondent
Set the Fillout trigger as "New submission"
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 "New submission" under Fillout. Then, select the form. This will allow your playbook to automatically detect the new submission received in Fillout and initiate necessary actions.
If this is your first time using a Fillout integration in Relay.app, a prompt will guide you through the connection process.
Add the "Get or create customer" in Paddle automation
Integrate the Paddle automation into your playbook to ensure the prompt creation of a new customer from each respondent who submitted a form in Fillout.
Click the "Add step" button, then locate the "Get or create 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.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new customer in Paddle. Once turned on, it will respond to each respondent who submitted a form in Fillout by creating the respondents as a new customer 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.