STEP 1
Connect Canopy and Symmetry
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Canopy and Symmetry Integration
Automate the handoff between Canopy and Symmetry - your other events flow into other actions on a visual canvas your team can read. Set up the workflow once with 3 simple steps in the WEXTL® builder, let AI take smart decisions between apps, and never write a line of glue code again.
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Learn about Canopy and Symmetry
Detailed info you need to know about Canopy and Symmetry integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Canopy to Symmetry
Set up your Canopy and Symmetry integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Canopy and Symmetry nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Canopy and Symmetry. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Canopy and Symmetry work in WEXTL?
WEXTL exposes actions and triggers for Canopy and Symmetry that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Canopy triggersSymmetry actions
Canopy modules
- Create a ClientCreates a new client record in Canopy, including contact details, addresses, custom fields, and linked clients.
- Delete a ClientDeletes a client by their unique client ID. Requires TEAM_MEMBER permission.
- Get a ClientFetches a single client by their unique Client ID. Returns full client details including addresses, emails, phones, custom fields, and linked clients. Requires TEAM_MEMBER permission.
- Get Custom FieldsRetrieves all custom fields defined for the tenant.
- List ClientsRetrieves a list of clients from your Canopy account. You can filter by update time or control pagination using limit and next_cursor.
- Make an API CallPerforms an arbitrary API call.
- Search ClientsSearches for a client by name, email, or phone number.
- Update a ClientUpdates an existing client by client ID, accepting fields such as name, emails, phones, addresses, custom fields, and linked clients.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch Updated ClientsTriggers when a client's details change since the last run.
Symmetry modules
- Calculate a Gross-up PaymentCalculates the gross wages required to achieve a desired net pay amount after tax withholding.
- Check Taxability of Benefit ContributionsChecks the taxability status of benefit contributions for both employees and employers.
- Compute Gross-to-net Tax WithholdingComputes gross-to-net payroll tax withholding based on an employee's gross wages, benefit contributions, and imputed income.
- Configure E-Verify SettingsConfigures initial E-Verify settings for an employer account.
- Create an AdminCreates and registers a new admin user associated with an employer.
- Create an EmployeeCreates and registers a new employee record under a specified employer.
- Create an EmployerCreates and registers a new employer under the authenticated account.
- Delete an AdminPermanently deletes an admin user from the specified employer.
- Delete an EmployeePermanently deletes an employee record from the specified employer.
- Get a I9 SubmissionRetrieves a specific I-9 submission record for an employee by submission ID.
- Get an AdminRetrieves admin details for the specified admin ID.
- Get an EmployeeRetrieves employee details for the specified employee ID.
- Get an EmployerRetrieves employer details for the specified employer ID.
- Get E-Verify SettingsRetrieves the current E-Verify account configuration settings for an employer.
- List AdminsLists all admin users registered under a given employer.
- List Applicable FormsLists applicable tax withholding forms for a given combination of home and work addresses.
- List Applicable Guid FlowsLists applicable tax withholding guided flows for a given combination of home and work addresses.
- List E-Verified CaseLists all E-Verify cases associated with a given employer.
- List EmployeesLists all employees registered under a given employer.
- List EmployersLists all employers associated with the authenticated account.
- List Minimum Wage Rates by LocationLists minimum wage rates for Payroll Point filtered by the specified address parameters.
- List Minimum Wages RatesLists minimum wage rates by unique wage IDs for Payroll Point.
- List QuestionsLists the question set for a specified guided withholding flow by its ID.
- List SubmissionsLists all I-9 form submissions associated with a given employee.
- Make an API CallPerforms an arbitrary authorized HTTP request to the Symmetry API.
- Promote an EmployeePromotes an existing employee to the administrator role within their employer.
- Request Employer DeletionSubmits a deletion request for an employer and all of its associated data.
- Request Remote ReverificationInitiates a remote I-9 reverification request for a specified employee.
- Retrieve Account InformationRetrieves account information and the transaction count for a specified date range.
- Retrieve Applicable TaxRetrieves all potentially applicable payroll taxes for a specified location.
- Retrieve Blank PDFRetrieves a blank, unflattened PDF for the specified tax form ID.
- Retrieve Form DataRetrieves form metadata including required fields and the tax parameter schema for a given form.
- Retrieve PDF FormRetrieves the completed form PDF along with its associated tax parameters.
- Retrieve Unique Parameters for Specific TaxesRetrieves unique miscellaneous parameters required to compute specified payroll taxes.
- Retrieve Unique Tax IDsRetrieves a list of unique tax IDs matching a provided search string.
- Translate an AddressTranslates a postal address into a Symmetry location code for use in tax calculations.
- Update an AdminUpdates the details of an existing admin user associated with an employer.
- Update an EmployeeUpdates the details of an existing employee record under a specified employer.
- Update an EmployerUpdates the details of an existing employer associated with the account.
- Update E-Verify SettingsUpdates the existing E-Verify configuration settings for an employer.
Frequently asked questions
Common questions about connecting Canopy and Symmetry.
Connect your Canopy and Symmetry accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Canopy's "Watch Clients" fires, WEXTL can "Calculate a Gross-up Payment" in Symmetry. Canopy has 2 triggers (including Watch Clients and Watch Updated Clients); Symmetry has 40 actions (including Calculate a Gross-up Payment, Check Taxability of Benefit Contributions, and Compute Gross-to-net Tax Withholding). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Canopy-to-Symmetry automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Canopy (or Symmetry) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Canopy + Symmetry automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Canopy and Symmetry integration.
- Canopy and Symmetry integration source code, module specs and credentials implementation.
- Our Canopy and Symmetry integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Canopy and Symmetry — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Canopy integration information
- Symmetry integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library