How to automatically create new contacts in Apollo for new Paddle transactions

Relay.app is an automation tool that lets you automate actions across Paddle, Apollo, and many other apps.
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1

Set the Paddle trigger as "Transaction created"

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 "Transaction created" under Paddle. This will allow your playbook to automatically detect the newly created transactions 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.

2

Add the ''Create contact" in Apollo automation

Integrate the Apollo automation into your playbook to ensure the prompt creation of a new contact in Apollo when a newly created transaction in Paddle has been created.

Click the "Add step" button, then locate the "Create contact" automation for Apollo and input the mandatory and relevant details.

If your Apollo 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 Apollo account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new contact in Apollo. Once turned on, it will respond to each newly created transaction in Paddle by creating a new contact in Apollo 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.

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