How to create a new Paddle customer from a Google Forms respondent
Set the Google Forms trigger as "Form response submitted"
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 "Form response submitted" under Google Forms. This will allow your playbook to automatically detect the new form submitted in Google Forms and initiate necessary actions.
If this is your first time using a Google Forms 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 new customers in Paddle for each respondent who submitted a form in Google Forms.
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 new customers in Paddle. Once turned on, it will respond whenever a respondent submits a form in Google Forms by creating a new customer in Paddle for the respondent 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.