How to Automatically Send a Direct Message with Zapier

Before You Begin 

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.

Set Up Zap

To create a Zap that DMs a new user with a welcome message:

Trigger: New Account Created

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 New Account Created.
5. Test the trigger to confirm it’s capturing the account creation.

Action: Send DM

1. Click in the Action window, and choose Passion.io as the app.
2. Set the action event to Send DM.
3. Fill in the necessary details under the Configure tab.
   1. User ID: Click the + icon and select User ID from the trigger data.
   2. Message: Write your welcome message

1. 1. 1. Example: “Welcome to [Your App Name]! 🎉 Get started here: [link
   2. Add a Link (Optional)
      1. Copy a link from your app (e.g., a tutorial page).
      2. Paste it into the message.
   3. Test the action to confirm the message is sent correctly.

Publish the Zap

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

Test as a New User

1. Open an incognito/private browser window.

2. Create a test account in your app (use a secondary email or fake email if you don't have one available. e.g., test1@yourappname.com).

3. Check if the DM was sent:

   • In your app, look for a red notification dot in the inbox.

   • In Zapier, go to Zap History (clock icon on the left) to confirm the automation ran successfully.

Troubleshooting

If the DM is not sending, check for the following:

• Check Zap History for errors.
• Ensure you selected Yes to “Unify DMs” in your app.
• Verify the User ID in the Zap matches the test account.