Square + Symmio

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 Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Create User
Creates User in Symmio.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- LocationRequired
- Order Status
Trigger
Polling
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
Try It
High Risk User Alert
Triggers when a user is in the high risk category.
Trigger
Instant
Try It
Link Assessment Completed
Triggers when a new user completes the web assessment through an enrollment link.
Trigger
Instant
Try It
Updated Risk Category Alert
Triggers when a users risk category updates.
Trigger
Instant
Try It
Wellness Program Started
Triggers when a user starts their wellness program.
Trigger
Instant
Try It
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
Action
Write

- Item Type
Trigger
Polling
Try It
- LocationRequired
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- 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
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- 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 IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- 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
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- 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
Try It
Inactive User Alert
Triggers when a user becomes inactive.
Trigger
Instant
Try It
New User
Triggers when a new user is added to your organization.
Trigger
Instant
Try It
Wellness Program Ended
Triggers when a users wellness program ends.
Trigger
Instant
Try It
- EmailRequired
Action
Write
- EmailRequired
- Assign Wellness ProgramRequired
- Role
- Tags
- Group
Action
Write
- Tag NameRequired
Action
Write
- EmailRequired
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.

Learn more

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About Symmio

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

Related categories

Lifestyle & Entertainment

Square + Symmio

Create Symmio users from new Square customers

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

Completed Baseline Assessment

High Risk User Alert

Link Assessment Completed

Updated Risk Category Alert

Wellness Program Started

Add Tag

Assign Wellness Program

Deactivate User

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

Completed Daily To-Do's Notification

Inactive User Alert

New User

Wellness Program Ended

Activate User

Create User

Create Tag

Remove Wellness Program

About Square

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About Symmio

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