- How to create a new Lemon Squeezy customer from Airtable records
- 1. Create your playbook and set the Airtable trigger as "New record added"
- 2. Add the "Create customer" in Lemon Squeezy automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Lemon Squeezy and Airtable
- Related blog posts
- More how-to guides featuring Lemon Squeezy and Airtable
How to create a new Lemon Squeezy customer from Airtable records
Create your playbook and set the Airtable trigger as "New record added"
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 "New record added" under Airtable. Then, select the table you're working with. 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 a Airtable integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create customer" in Lemon Squeezy automation
Integrate the Lemon Squeezy automation into your playbook to ensure the prompt creation of a new customer for each new record added in Airtable.
Click the "Add step" button, then locate the "Create customer" automation for Lemon Squeezy and input the mandatory and relevant details.
If your Lemon Squeezy 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 Lemon Squeezy account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new customer in Lemon Squeezy. Once turned on, it will respond whenever a new record is added in Airtable by creating a new customer in Lemon Squeezy 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.