With Symmio’s Zapier integration, you can now automate workflows, eliminate manual data entry, and streamline wellness management. Whether you’re handling client onboarding, assessment tracking, or risk management, this article provides a complete breakdown of all available triggers, actions, and data fields that you can use to build powerful automations.
Triggers: What Events Can Start an Automation?
A trigger is an event in Symmio that automatically starts a workflow in Zapier. When one of these triggers occurs, Zapier can perform actions in other connected apps.
Name
| Description
|
New User
| Triggers when a new user is added to your organization.
|
Wellness Program Ended
| Triggers when a users wellness program ends.
|
Wellness Program Started
| Triggers when a user starts their wellness program.
|
Completed Daily To-Do's
| Triggers when a user completes their daily to-do's.
|
High Risk User
| Triggers when a user is in the high risk category.
|
Update Risk Category
| Triggers when a users risk category updates.
|
Inactive User
| Triggers when a user becomes inactive.
|
Completed Baseline Assessment
| Triggers when a user completes their baseline assessment.
|
Example Use Cases for Triggers:
✅ When a new user is added, automatically send a welcome email via Mailchimp.
✅ If a user becomes inactive, create a follow-up task in Asana.
✅ When a user starts a wellness program, log their progress in Google Sheets.
Actions: What Tasks Can Be Automated in Symmio?
Actions define what happens next when a trigger event occurs. You can use these actions to automate user management, program enrollments, and tagging in Symmio.
Name
| Description
|
Create User
| Creates User in Symmio
|
Assign Wellness Program
| Assigns a wellness program to the user.
|
Remove Wellness Program
| Removes wellness program from the user.
|
Deactivate User
| Changes user status to deactivated.
|
Activate User
| Changes user status to active.
|
Add Tag
| Adds Tag in User's profile.
|
Create Tag
| Creates a Tag inside of Symmio.
|
Example Use Cases for Actions:
✅ When a new customer signs up via Stripe, automatically create a new user in Symmio.
✅ When a user completes a wellness program, remove them from the current program and assign them a new one.
✅ When a user is marked as high-risk, send an alert to Slack for immediate follow-up.
Data Fields Passed in Triggers
Each trigger event in Symmio provides structured user data, which can be used in Zapier automations. Below is a complete list of data fields included in each trigger response.
New User
Field Name
| Description
|
First Name
| User's first name.
|
Last Name
| User's last name.
|
| User's email address.
|
Group
| User's assigned group.
|
Tags
| Any tags assigned to the user.
|
Wellness Program Access
| Whether the user has access to a wellness program.
|
Inactive User
Field Name
| Description
|
First Name
| User's first name.
|
Last Name
| User's last name.
|
| User's email address.
|
Last Engagement Date
| Date of last activity before becoming inactive.
|
Group
| User's assigned group.
|
Tags
| Any tags assigned to the user.
|
High-Risk User
Field Name
| Description
|
First Name
| User's first name.
|
Last Name
| User's last name.
|
| User's email address.
|
Group
| User's assigned group.
|
Tags
| Any tags assigned to the user.
|
Wellness Score
| Overall wellness score.
|
Movement Health Score
| Score related to movement health.
|
MSK Risk Category
| Musculoskeletal risk category.
|
Focus Area 1
| Primary focus area for improvement.
|
Focus Area 2
| Secondary focus area for improvement.
|
Completed Daily To-Do's
Field Name
| Description
|
First Name
| User's first name.
|
Last Name
| User's last name.
|
| User's email address.
|
Date
| Date of completion.
|
Current Streak
| Number of consecutive days the user has completed daily tasks.
|
Longest Streak
| User’s longest recorded streak.
|
High-Risk User
Field Name
| Description
|
First Name
| User's first name.
|
Last Name
| User's last name.
|
| User's email address.
|
Group
| User's assigned group.
|
Tags
| Any tags assigned to the user.
|
Wellness Score
| Overall wellness score.
|
Movement Health Score
| Score related to movement health.
|
Behavioral Health Score
| Behavioral health score.
|
Body Composition Score
| Body composition score.
|
Breathing Score
| Breathing quality score.
|
Injury History Score
| Injury history score.
|
Nutrition Score
| Nutritional awareness score.
|
Physical Activity Score
| Physical activity score.
|
Sleep Score
| Sleep quality score.
|
MSK Risk Category
| Musculoskeletal risk category.
|
Focus Area 1
| Primary focus area for improvement.
|
Focus Area 2
| Secondary focus area for improvement.
|
Wellness Program Started & Ended
Field Name
| Description
|
First Name
| User's first name.
|
Last Name
| User's last name.
|
| User's email address.
|
Group
| User's assigned group.
|
Tags
| Any tags assigned to the user.
|
Wellness Score
| Overall wellness score.
|
Movement Health Score
| Score related to movement health.
|
MSK Risk Category
| Musculoskeletal risk category.
|
Focus Area 1
| Primary focus area for improvement.
|
Focus Area 2
| Secondary focus area for improvement.
|