How to create a new customer on Stripe for a newly signed envelope on Signeasy

Relay.app is an automation tool that lets you automate actions across Stripe, Signeasy, and many other apps. In this guide, we'll show you how to automatically create customer in Stripe for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Stripe
Trigger
Last triggered
Signeasy logoEnvelope signed
Stripe logoCreate customer
1

Create your playbook and set the Signeasy trigger as "Envelope signed

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 set up this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select details like name. This will allow your playbook to automatically detect the newly signed envelope in Signeasy and initiate necessary actions.

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

2

Add the "Create customer" in Stripe automation

Integrate the Stripe automation into your playbook to ensure the prompt creation of a new customer in Stripe when a new envelope has been signed on Signeasy.

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

If your Stripe 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 Stripe account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new customer in Stripe. Once turned on, it will respond to each newly signed envelope on Signeasy by creating a new customer in Stripe 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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