Guide

How to create a new customer in Paddle for a new entity created in Fibery

Looking to enhance your customer management process by integrating Fibery with Paddle? In this guide, we'll explore how to automatically create a new customer in Paddle whenever a new entity is added in Fibery, using Relay.app. With Relay.app's seamless integration, you can automate the creation of customers in Paddle for each new entity added in Fibery. As soon as a new entity is detected in Fibery, Relay.app triggers the creation of a corresponding customer in Paddle, ensuring that your customer database stays synchronized across platforms. This integration streamlines your workflow by eliminating manual data entry tasks and ensures that all customer information is captured accurately in Paddle. Let's dive into the steps to set up this integration and optimize your customer management process with Relay.app.
Fibery logoFibery > Paddle
Trigger
Last triggered
Fibery logoEntity created
Paddle logoGet or create customer
1

Set the Fibery trigger as "Entity 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 "Entity created" under Fibery. This will allow your playbook to automatically detect the newly created Fibery and initiate necessary actions.

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

2

Add the "Get or create customer" in Paddle automation

Integrate the Paddle automation into your playbook to ensure the prompt creation of a new customer in Paddle when a new entity in Fibery has been created.

Click the "Add step" button, then locate the "Get or create customer" automation for Paddle and input the mandatory and relevant details.

If your Paddle 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 Paddle account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new customer in Paddle. Once turned on, it will respond to a newly created entity in Fibery by creating a new customer in Paddle 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.

Get started with Relay.app

Sign up now and get started with your playbook today