How to keep track of a payment attempt in Paddle within Airtable records

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 "Payment attempt added" under Paddle. This will allow your playbook to automatically detect a payment attempt that has been made 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.

Integrate the Airtable automation into your playbook to ensure the prompt addition of a new record to keep track of each payment attempt made in Paddle.

Click the "Add step" button, then locate the "Add record to table" automation for Airtable and input the mandatory and relevant details.

If your Airtable 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 Airtable account.

Activating your playbook is the final step to automate the addition of a new record in Airtable. Once turned on, it will respond whenever there is a detected payment attempt made in Paddle by adding the details in Airtable records 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 sent correctly.