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. |