Symmio’s Zapier integration makes automating your workflows simple and seamless. Whether you want to automate client enrollments, sync assessments, or trigger notifications, setting up a Zap takes just a few clicks.
Step 1: Access Symmio’s Zapier Integration
Navigate to Settings > Integrations inside the Symmio platform.
Here, you’ll see all available integrations, including Zapier.
Click "Create Zap" to open the embedded Zapier page directly within Symmio.
Step 2: Create Your Account or Login
If you’re new to Zapier, you’ll need to create an account.
Symmio offers Quick Account Creation, allowing new users to skip the standard onboarding process and sign up instantly.
If you already have a Zapier account, simply log in to continue.
Step 3: Browse Apps & Select a Trigger
Now, it’s time to choose what you want to automate. Here is a list of all Zapier apps.
Use "Create a Workflow" if want to explore all of Zapiers and Symmio automations.
Use "Guess a Zap" if you’re unsure what automations are possible. Just describe what you want to do, and Zapier will suggest the best workflow.
Choose a Pre-Generated Zap from the Popular Workflows for Symmio section. Simply click "Use This Workflow" to start setting it up.
Step 4: Select a Trigger
Now that your you have selected either a prebuilt workflow or create your own, choose what happens next by selecting a Trigger.
For this example, we’re using "Link Assessment Completed" as the trigger. You should see assessment-related data from Symmio.
Connect Symmio to Zapier
Before your Zap can run, you need to connect Symmio and your selected app.
Click "Add Account" and log in to your chosen app (e.g., Symmio, Google Sheets, Brevo, Mailchimp, etc.).
Enter your email and password to authenticate.
Once authenticated, your account will be ready to use in Zapier.
Click Continue
Step 5: Test Your Trigger
Once your accounts are linked, it’s time to test the trigger to make sure it works properly.
Click Continue and select "Test Trigger".
If successful, Zapier will retrieve a sample record from Symmio.
Click on the sample to view the data being passed when this trigger is initiated.
Step 6: Select an Action
Now that your trigger is set, choose what happens next by selecting an Action in another app.
For this example, we’re using "Add / Update Contact" as the Action for Brevo (an email marketing tool).
Again, you will need to authenticate your Brevo account.
Do this by logging in with your email and password.
Click Continue to move to the next step.
Step 7: Configure the Action & Match Data Fields
Now you have authenticated both account, we need to match the data fields from the Trigger into the Action.
What Does Matching Fields Mean?
Matching data fields ensures that user data is sent to the correct place.
Click the ➕ (plus) button in the email field and select the corresponding Symmio email field.
Do the same for first name, last name, and other relevant fields.
💡 For example: If Symmio sends a user's email, you need to map that email to the correct email field in Brevo, Mailchimp, or another tool.
Step 8: Test & Publish Your Zap
Once all fields are mapped:
Click Test & Continue to run a test.
If everything looks good, click "Publish" to activate your Zap.
Your automation is now live and will run whenever the trigger event happens!