Optix Integrations

Do more with Optix

Zapier allows you to instantly connect Optix with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Choose an app to connect with Optix

Integrate Xero with Optix

Xero

Accounting +1Accounting, Premium

1 Zap template

Integrate QuickBooks Online with Optix

QuickBooks Online

Accounting +1Accounting, Premium

1 Zap template

Integrate SignNow with Optix

SignNow

Signatures

1 Zap template

Integrate Google Calendar with Optix

Google Calendar

Calendar +1Calendar, Google
Integrate Google Sheets with Optix

Google Sheets

Google +1Google, Spreadsheets
Integrate RightSignature with Optix

RightSignature

Signatures

1 Zap template

Integrate Gmail with Optix

Gmail

Email +1Email, Google
Integrate Airtable with Optix

Airtable

Databases
Integrate Twitter with Optix

Twitter

Social Media Accounts

1 Zap template

Integrate Desk with Optix

Desk

Customer Support

3 Zap templates

Integrate Zendesk with Optix

Zendesk

Customer Support +1Customer Support, Premium

2 Zap templates

Integrate HelloSign with Optix

HelloSign

Signatures

1 Zap template

Integrate Trello with Optix

Trello

Project Management

1 Zap template

Integrate Microsoft Office 365 with Optix

Microsoft Office 365

Email +1Email, Microsoft
Integrate HubSpot with Optix

HubSpot

Marketing Automation

1 Zap template

Integrate Mailchimp with Optix

Mailchimp

Email Newsletters

1 Zap template

Integrate Microsoft Excel with Optix

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Zoho CRM with Optix

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Picatic with Optix

Picatic

Event Management

1 Zap template

Integrate DocuSign with Optix

DocuSign

Signatures
Integrate Google Contacts with Optix

Google Contacts

Contact Management +1Contact Management, Google

1 Zap template

Integrate SurveyMonkey with Optix

SurveyMonkey

Forms & Surveys
Integrate MySQL with Optix

MySQL

Databases +1Databases, Premium
Integrate Zoho Invoice with Optix

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Dropbox with Optix

Dropbox

File Management & Storage

1 Zap template

Integrate FreshBooks New with Optix

FreshBooks New

Accounting

1 Zap template

Integrate Google Drive with Optix

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Salesforce with Optix

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium

1 Zap template

Integrate Freshdesk with Optix

Freshdesk

Customer Support

1 Zap template

Integrate Copper with Optix

Copper

CRM (Customer Relationship Management)
Integrate Surveypal with Optix

Surveypal

Forms & Surveys

1 Zap template

Integrate Facebook Pages with Optix

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Stripe with Optix

Stripe

Payment Processing
Integrate Google Analytics with Optix

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Ontraport with Optix

Ontraport

Marketing Automation
Integrate SendGrid with Optix

SendGrid

Transactional Email
Integrate FreshBooks Classic with Optix

FreshBooks Classic

Accounting
Integrate SQL Server with Optix

SQL Server

Databases +1Databases, Premium
Integrate Facebook Offline Conversions with Optix

Facebook Offline Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate Zoho Books with Optix

Zoho Books

Accounting +1Accounting, Zoho
Integrate KiSSFLOW with Optix

KiSSFLOW

Product Management
Integrate Envoy for Visitors with Optix

Envoy for Visitors

Event Management
Integrate Slack with Optix

Slack

Team Chat

3 Zap templates

Integrate ActiveCampaign with Optix

ActiveCampaign

Marketing Automation
Integrate Google Forms with Optix

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate ClickFunnels with Optix

ClickFunnels

Marketing Automation
Integrate Asana with Optix

Asana

Project Management
Integrate Microsoft Outlook with Optix

Microsoft Outlook

Email +1Email, Microsoft
Integrate Infusionsoft by Keap with Optix

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Google Docs with Optix

Google Docs

Documents +1Documents, Google
Integrate Evernote with Optix

Evernote

Notes
Integrate Wufoo with Optix

Wufoo

Forms & Surveys
Integrate LinkedIn with Optix

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Intercom with Optix

Intercom

Customer Support
Integrate Klaviyo with Optix

Klaviyo

Marketing Automation
Integrate Streak with Optix

Streak

CRM (Customer Relationship Management)
Integrate monday.com with Optix

monday.com

Project Management
Integrate Pipefy with Optix

Pipefy

Project Management
Integrate Firebase / Firestore with Optix

Firebase / Firestore

Databases
Integrate RingCentral with Optix

RingCentral

Phone & SMS
Integrate Chargebee with Optix

Chargebee

Payment Processing
Integrate Miro with Optix

Miro

Team Collaboration
Integrate SignRequest with Optix

SignRequest

Signatures
Integrate Databox with Optix

Databox

Dashboards
Integrate Capsule CRM with Optix

Capsule CRM

CRM (Customer Relationship Management)
Integrate Mattermost with Optix

Mattermost

Team Chat
Integrate Microsoft Exchange with Optix

Microsoft Exchange

Email +1Email, Microsoft
Integrate Mad Mimi with Optix

Mad Mimi

Email Newsletters
Integrate Hive with Optix

Hive

Team Collaboration
Integrate Geckoboard with Optix

Geckoboard

Dashboards
Integrate OfficeRnD with Optix

OfficeRnD

CRM (Customer Relationship Management)
Integrate Loopy Loyalty with Optix

Loopy Loyalty

Marketing Automation
Integrate Greetly with Optix

Greetly

Forms & Surveys

2 Zap templates

Integrate Constant Contact with Optix

Constant Contact

Email Newsletters
Integrate Zendesk Sell with Optix

Zendesk Sell

CRM (Customer Relationship Management)
Integrate Nintex with Optix

Nintex

Documents
Integrate talkSpirit with Optix

talkSpirit

Team Collaboration
Integrate Facebook Groups with Optix

Facebook Groups

Facebook +1Facebook, Social Media Accounts

1 Zap template

Integrate Receipt Bank with Optix

Receipt Bank

Accounting +1Accounting, Beta
Integrate Bonsai with Optix

Bonsai

Forms & Surveys
Integrate Teamleader with Optix

Teamleader

CRM (Customer Relationship Management)
Integrate Twilio with Optix

Twilio

Phone & SMS
Integrate Coda with Optix

Coda

Documents
Integrate dotdigital with Optix

dotdigital

Marketing Automation

Connect Optix to 2,000+ Apps

  • Subscribe new Optix users to a Mailchimp list

    Optix + Mailchimp

  • Share a welcome post in your Slack’s general channel for a new Optix user

    Optix + Slack

  • Add new Optix users to HubSpot as contacts

    Optix + HubSpot

  • Create Xero invoices for new Optix invoice payments

    Optix + Xero

  • Add new Optix users to Google Contacts

    Optix + Google Contacts

Optix Integration Details

The following Optix Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Connect Optix to 2,000+ Apps