How to create new customers in Lemon Squeezy from Retable records

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 "Row added" under Retable. Then, select the table and the type of changes you're interested in monitoring. This will allow your playbook to automatically detect the new rows added 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 Lemon Squeezy automation into your playbook to ensure the prompt creation of a new customer for each new row added in Retable.

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.

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 row is added to a specific table in Retable 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.