How to automatically send a new message via ClickSend to the new customer created in Paddle

Relay.app is an automation tool that lets you automate actions across Paddle, ClickSend, and many other apps. In this guide, we'll show you how to automatically run the “send text message” action in ClickSend for each customer created in Paddle using Relay.app.
Paddle logoPaddle > ClickSend
Trigger
Last triggered
Paddle logoCustomer created
ClickSend logoSend text message
1

Set the Paddle trigger as "Customer 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 "Customer created" under Paddle. Then, select the necessary details. This will allow your playbook to automatically detect the new customer created 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 "Send text message" in ClickSend automation

Integrate the ClickSend automation into your playbook to ensure the prompt sending of text messages to each new customer created in Paddle.

Click the "Add step" button, then locate the "Send text message" automation for ClickSend and input the mandatory and relevant details.

If your ClickSend 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 ClickSend account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sending of a new text message in ClickSend. Once turned on, it will respond to a new customer created in Paddle by sending the customer a new text message via ClickUp 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.

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Background imageBackground image