How to create a new ticket in Zendesk for a new customer in Paddle
Set the Paddle trigger as "Customer created"
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 "Customer created" under Paddle. This will allow your playbook to automatically detect the newly created customer in Paddle and initiate necessary actions.
If this is your first time using a Paddle integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create ticket" in Zendesk automation
Integrate the Zendesk automation into your playbook to ensure the prompt creation of a new ticket in Zendesk when a new customer has been created in Paddle.
Click the "Add step" button, then locate the "Create ticket" automation for Zendesk and input the mandatory and relevant details.
If your Zendesk 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 Zendesk account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new ticket in Zendesk. Once turned on, it will respond to a newly created customer in Paddle by creating a new ticket in Zendesk 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.