Square + Symmio

Square + Symmio integrations

Create Symmio users from new Square customers

When a new customer is added to Square, they’ll automatically be created as a user in Symmio and sent an invitation to complete their Wellness Assessment. This ensures your clients can quickly begin their journey while saving you time on manual tasks.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create UserCreates User in Symmio.
ActionWrite

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More things you can do with Square and Symmio

Discover other triggers and actions you can use with Square and Symmio

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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- Location
  Required
- Order Status
Trigger
Polling
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- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
Completed Daily To-Do's Notification
Triggers when a user completes their daily to-do's.
Trigger
Instant
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Inactive User Alert
Triggers when a user becomes inactive.
Trigger
Instant
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New User
Triggers when a new user is added to your organization.
Trigger
Instant
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Wellness Program Ended
Triggers when a users wellness program ends.
Trigger
Instant
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- Email
  Required
Action
Write
- Email
  Required
- Assign Wellness Program
  Required
- Role
- Tags
- Group
Action
Write
- Tag Name
  Required
Action
Write
- Email
  Required
Action
Write

- Item Type
Trigger
Polling
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- Location
  Required
Trigger
Polling
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- Location
Trigger
Polling
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- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
Completed Baseline Assessment
Triggers when a user completes their baseline assessment.
Trigger
Instant
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High Risk User Alert
Triggers when a user is in the high risk category.
Trigger
Instant
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Link Assessment Completed
Triggers when a new user completes the web assessment through an enrollment link.
Trigger
Instant
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Updated Risk Category Alert
Triggers when a users risk category updates.
Trigger
Instant
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Wellness Program Started
Triggers when a user starts their wellness program.
Trigger
Instant
Try It
- Email
  Required
- Tags
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Write

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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About Symmio

Symmio is a musculoskeletal health platform designed to help manage the health and injury risk of individuals.

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