Guide

How to create new Stripe customers for new Trello lists

Learn how to configure a Relay playbook to automatically create new Stripe customers whenever new lists are added in Trello. By leveraging this integration, you'll streamline your workflow, ensuring that each new list in Trello triggers the creation of a corresponding customer in Stripe, facilitating organized customer management and seamless synchronization between your Trello boards and Stripe account.
Trello logoTrello > Stripe
Trigger
Last triggered
Trello logoList added
Stripe logoCreate customer
1

Add the Trello "List created" trigger

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 "List created" under Trello. Then, select the board. This trigger will automatically detect all the new lists created in Trello to create new customers in Stripe.

If this is your first time using a Trello integration in Relay, you'll be prompted to connect your Trello account.

2

Add the Stripe "Create customer" automation

Integrate the Stripe automation into your playbook to ensure the prompt creation of a new customer in Stripe for every new list created in the Trello. Add a new step and select "Create customer" from the list of Stripe automations.

Connect Stripe to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Trello to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate creating a new customer in Stripe for every new list created in Trello. Once turned on, it will respond to the new list created in Trello 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 sent correctly.

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