Part 1: Set Up Stripe
Step 1: Create Your Stripe Account
Enter your email, name, and password, then verify your email address.
Click Activate payments and complete your business profile — business type, address, bank account for payouts, and identity verification.
Once activated, you can accept live payments. (You can build everything in Test mode first using the toggle in the top-right of the dashboard.)
Step 2: Create Your Product
In the Stripe Dashboard, go to Product catalog → + Add product.
Name the product something clear — e.g., "Symmio Subscription".
Add a description and image (optional, but these appear at checkout).
Step 3: Add the Subscription Price
This is what turns your product into a subscription.
In the same product setup screen, under Pricing, select Recurring.
Set your amount and billing interval (e.g., $29 / month or $290 / year).
Click Add product to save. You can add multiple prices to one product if you offer monthly and annual options.
Step 4: Give Customers a Way to Subscribe
The fastest path is a Payment Link:
Open your product → click Create payment link (or go to Payment Links → + New).
Select your subscription price and click Create link.
Share the link anywhere — your website, email, social. When a customer pays, Stripe automatically creates a Customer and an active Subscription tied to your product.
✅ Important: Make sure the checkout collects the customer's email address (Payment Links do this by default). The email is what connects the Stripe subscriber to their Symmio invite.
Part 2: Set Up Zapier
Step 5: Create Your Zapier Account
You have two options:
Through Symmio (recommended): Navigate to Settings > Integrations inside Symmio and click Create Zap. Symmio offers Quick Account Creation, allowing new users to skip the standard onboarding process and sign up instantly</cite>.
Directly: Go to zapier.com/sign-up and create an account with your email or Google login.
⚠️ Plan note: Stripe is a Premium app on Zapier, which requires a paid Zapier plan. Verify your plan supports Premium apps and multi-step Zaps before building.
Part 3: Build the Zap
Step 6: Create a New Zap & Set the Trigger
In Zapier, click + Create → Zap (or use Create a Workflow from the Symmio integrations page).
For the Trigger, search for and select Stripe.
Choose the trigger event: New Subscription.
Click Sign in to connect your Stripe account and authorize Zapier.
Click Test trigger. Zapier pulls in a recent subscription (create a test-mode subscription first if your account is new) so you can see the data fields available — customer email, product ID, plan, status, and more.
💡 If the customer's email or name doesn't appear in the trigger data, add a step: Stripe → Find Customer, using the Customer ID from the trigger. This retrieves the full customer record for use in later steps.
Step 7: Add a Filter for Your Symmio Product
If your Stripe account only sells this one product, skip this step. Otherwise, make sure the Zap only fires for your Symmio-linked subscription:
Click + after the trigger and add Filter by Zapier.
Set the condition: Plan Product (or Product ID) → (Text) Exactly matches → paste your Symmio subscription's Product ID (found on the product page in Stripe, starts with
prod_).Click Continue. Now only subscriptions to this product move forward.
Step 8 — Option A: Automatically Send a Symmio Invite
Use Symmio's Create User action. Adding the user to your organization triggers their Symmio invite automatically.
Click + to add an Action and select Symmio.
Choose the action event: Create User.
Click Add Account and log in with your Symmio credentials to authenticate, then click Continue.
Map the data fields from Stripe into Symmio — matching data fields ensures that user data is sent to the correct place:
Email → Stripe customer email
First Name → Stripe customer first name
Last Name → Stripe customer last name
Group / Tags / Wellness Program Access → set as needed for your organization
Click Continue, then Test step. Check your Symmio organization — the test user should appear, and their invite goes out.
Step 8 — Option B: Send an Email with the Assessment Link
Prefer to control the message? Send your own email containing the assessment link instead.
Click + to add an Action and select your email app — Gmail, Outlook, or Email by Zapier.
Choose the action event: Send Email.
Connect and authenticate your email account.
Configure the email:
To: map the Stripe customer email field
Subject: e.g., "Welcome! Complete Your Symmio Assessment"
Body: write your welcome message and paste your Symmio assessment link. Personalize with mapped fields like the customer's first name.
Click Continue, then Test step to send yourself a sample.
💡 You can also do both — add the Symmio Create User action and a custom email action in the same Zap.
Step 9: Test & Publish
Review each step and confirm all fields are mapped correctly.
Run a final test of the full Zap.
Click Publish to turn it on.
Your automation is now live. Every time someone subscribes to your Symmio product in Stripe, they're onboarded automatically — no manual data entry, no delay.