Automatically Send a Welcome Email with Zapier

Before You Begin

Set Up Zapier

Learn and set up your Zapier account by following the How to use Zapier with Passion.io article. The article contains information about Zapier, how to connect Passion.io, and helpful tips.

Zap Requirements

To automate welcome emails with your Passion.io subscribers, you will need an email marketing platform that has a Zapier integration [Available Zapier Apps].

Set Up Zap

To create a Zap that sends a welcome email with your email platform each time a client signs up to your Passion.io app:

Trigger: Account Created or Plan Purchased

1. Visit Zapier.com and sign into your account.
2. Hover over + Create in the left-side panel and click Zap.
3. Choose Passion.io as the app.
4. Set the trigger event to Account Created or Plan Purchased.
   1. Account Created: New user appeared in the users list.
   2. Plan Purchased: When a user subscribes to a plan.
5. Test the trigger to confirm it’s capturing account or subscription creation.

Action: Add Subscriber

1. Click in the Action window, search for your email marketing tool (e.g., Mailchimp, Active Campaign, Kit), then click it.
2. Set the event to Add Subscriber (the wording may vary depending on the platform).
3. Sign into your connected account for the email platform.
4. Fill in the necessary details under the Configure tab.
5. Test the action to confirm the subscriber is added to your tool.

Publish the Zap

Once the trigger and actions are correctly set up, click on the Publish button in the upper-right corner.