- How to create a new customer in Paddle from Airtable new records
- 1. Set the Airtable trigger as "New record added"
- 2. Add the "Get or create customer" in Paddle automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Paddle and Airtable
- Related blog posts
- More how-to guides featuring Paddle and Airtable
How to create a new customer in Paddle from Airtable new records
Set the Airtable trigger as "New record added"
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 record added" under Airtable. Then, select the table. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.
If this is your first time using an Airtable integration in the 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 in Paddle for each new record added in Airtable.
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 whenever a new record is added in Airtable by creating 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 sent correctly.