How to track new Lemon Squeezy orders in Monday.com
Create your playbook and set the Lemon Squeezy trigger as "New order added"
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 "New order added" under Lemon Squeezy. Then, select details like store. This will allow your playbook to automatically detect the new order added in Lemon Squeezy and initiate necessary actions.
If this is your first time using a Lemon Squeezy integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create item" in Monday.com automation
Integrate the Monday.com automation into your playbook to ensure the prompt creation of a new item on a specific board whenever a new order is added in Lemon Squeezy.
Click the "Add step" button, then locate the "Create item" automation for Monday.com and input the mandatory and relevant details.
If your Monday.com 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 Monday.com account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new item on a specific board in Monday.com. Once turned on, it will respond to each new order added in Lemon Squeezy by creating a corresponding item to a specific board in Monday.com 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.