How to create a new Paddle customer when a new row is added in Retable

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 "Row added" under Retable. This will allow your playbook to automatically detect each newly added form in Retable and initiate necessary actions.

If this is your first time using a Retable integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Paddle automation into your playbook to ensure the prompt creation of a new customer in Paddle when a new row is added in Retable.

Click the "Add step" button, then locate the "Get or create customer" automation for Retable and input the mandatory and relevant details.

If your Retable 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 Retable account.

Activating your playbook is the final step to automate the creation of a new customer in Paddle. Once turned on, it will respond to a newly added row in Retable 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 being sent correctly.