How to automatically create a draft email in Gmail every time a customer is created in Stripe

Relay.app is an automation tool that lets you automate actions across Gmail, Stripe, and many other apps. In this guide, we'll show you how to automatically run the “create draft” action in Gmail for each customer created in Stripe using Relay.app.
Stripe logoStripe > Gmail
Trigger
Last triggered
Stripe logoCustomer created
Gmail logoCreate draft
1

Set the Stripe trigger as “Customer created”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Stripe trigger to initiate your playbook's actions every time a customer is created. Click "Add trigger" in your playbook and choose "Customer created" from the dropdown menu under Stripe.

If you still need to connect your Stripe account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Create draft” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft email in Gmail every time a customer is created in Stripe.

Click the "Add step" button, locate the “Create draft” automation for Gmail, and input the mandatory and relevant details.

If your Gmail account still needs to be 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 Gmail account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft email in Gmail every time a customer is created in Stripe without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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