How to upload new Stripe customer files to Dropbox

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 "Customer created" under Stripe. This will allow your playbook to automatically detect the new customer created in Stripe and initiate necessary actions.

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

Integrate the Dropbox automation into your playbook to ensure the prompt file upload whenever a new customer is created in Stripe.

Click the "Add step" button, then locate the "Upload file" automation for Dropbox and input the mandatory and relevant details.

If your Dropbox 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 Dropbox account.

Activating your playbook is the final step to automate uploading the file in Dropbox. Once turned on, it will respond to a new customer created in Stripe added by uploading the file in Dropbox 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.