Managing wellness programs, assessments, and client interactions just got a whole lot easier! With Symmio’s new Zapier integration, you can automate tasks, streamline processes, and connect with over 4,000 apps—giving you more time to focus on what truly matters: delivering exceptional wellness solutions.
What is Zapier?
Zapier is a powerful automation tool that lets you connect different apps to create automated workflows, called Zaps. These workflows trigger specific actions when a designated event occurs, eliminating the need for manual work and reducing errors.
With Symmio’s Zapier integration, you can seamlessly connect your wellness platform with other tools you already use—like CRMs, payment processors, scheduling apps, and communication tools—without needing to write a single line of code.
How Can You Use Symmio + Zapier?
With Symmio and Zapier, you can:
📊 Sync Data Across Platforms
Automatically send assessment results to your CRM or client database.
Store wellness program progress in Google Sheets or project management tools.
🔔 Automate Notifications & Communication
Send automated emails via Gmail or Mailchimp when a user completes an assessment.
Notify your team in Slack or Microsoft Teams when a new user joins Symmio.
💳 Streamline Payments & Enrollment
Integrate with Stripe to trigger payments when clients enroll in wellness programs.
Automatically add users to new wellness programs after sign-ups.
📅 Enhance Scheduling & Follow-Ups
Add Symmio users to your appointment scheduler (Calendly, Google Calendar, etc.) after completing an assessment.
Set up automatic follow-up reminders for users who haven’t completed their programs.
The possibilities are endless—whether you’re managing corporate wellness, running a fitness business, or providing healthcare services, Symmio + Zapier saves you time and keeps everything running smoothly.
Triggers and Actions
With Symmio’s Zapier integration, you can automate workflows using triggers and actions. These two components define how tasks are executed between Symmio and other apps.
What is a Trigger?
A trigger is an event that starts an automated workflow (Zap). When something specific happens in Symmio, Zapier detects it and activates the Zap, setting off a connected action.
Example Triggers in Symmio:
New Assessment Completed → When a user completes an assessment, Zapier can send the data to your CRM or notify your team.
User Enrolled in a Wellness Program → Automatically send an onboarding email or add them to a training schedule.
New User Added → Add the new user’s information to a Google Sheet or send a welcome email.
Triggers are the first step in automation, signaling when an event occurs so that Zapier can take action.
Learn more about all of Symmio's Triggers here
What is an Action?
An action is what happens after the trigger is activated. It’s the resulting task that another app performs automatically based on the trigger event.
Example Actions with Symmio:
Send an Email (via Gmail, Mailchimp) → When a user completes their baseline assessment, send them a summary email.
Add a New Contact to a CRM (HubSpot, Salesforce) → When a new user is added in Symmio, automatically update your client database.
Enroll a User in a Wellness Program → If a client purchases a plan via Stripe, automatically enroll them in a Symmio wellness program.
Send a Notification to Your Team (Slack, Microsoft Teams) → Alert your team when a high-risk assessment is completed.
Actions ensure that key tasks happen automatically, reducing manual work and improving efficiency.
Learn more about all of Symmio's Actions here
How Triggers & Actions Work Together
Think of triggers as the “if” and actions as the “then” in automation logic:
Example 1:
Trigger: A user completes a Symmio wellness assessment.
Action: Zapier sends a follow-up email with results via Mailchimp.
Example 2:
Trigger: A business enrolls a new client in a wellness program.
Action: The user’s details are automatically added to a CRM like HubSpot.
Example 3:
Trigger: A high-risk assessment is flagged in Symmio.
Action: Your team receives a Slack notification to follow up.
By combining triggers and actions, you can build custom automations that save time, improve user engagement, and streamline wellness management.
Start Automating Today!
With Symmio + Zapier, you can easily automate your client workflows, assessments, reports, and program enrollments.
💡 Set up your first Zap today and experience seamless automation!
🔗 Learn more about Zapier here 🚀