Optix Integrations

  • Subscribe new Optix users to a MailChimp list

    When a new member is added to your venue, keep them in the know by adding them to your member mailing list. When you add a user to Optix, they will automatically be added to your Mailchimp account and your pre-selected Mailchimp list. You can even set up a trigger within Mailchimp to send new them an automated ‘Welcome Email,’ or perhaps an invitation to join your venue’s facebook group or slack team.

    How this Optix-MailChimp integration works

    1. A new user is added to Optix
    2. Zapier automatically adds them to a MailChimp list

    Apps involved

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

    New members are to be celebrated! If you manage your community through a Slack team, why not make your new venue members feel welcome with a shout out? With this zap, a newly added Optix user will automatically receive a shoutout on your Slack’s general channel. This way, all of your existing members have a chance to welcome them!

    How this Optix-Slack integration works

    1. A new user is added to Optix
    2. Zapier automatically creates a new message on your Slack channel

    Apps involved

    • Optix
    • Slack
  • Add new Optix users to HubSpot CRM as contacts

    Signing up a new member to your coworking space is simply the beginning of your relationship. Wouldn't it be great if you could add new Optix users directly into a pipeline within your HubSpot CRM account? With this zap, new Optix users will be automatically added to your HubSpot CRM account as contacts.

    How this Optix-HubSpot CRM integration works

    1. A new user is added to Optix
    2. Zapier automatically adds them as a contact in HubSpot CRM

    Apps involved

    • Optix
    • HubSpot CRM
  • Create Xero invoices for new Optix invoice payments

    When you manage invoices across multiple platforms, it can become easy to misplace crucial information. If you handle all of your venue's invoicing through Xero, ensure paid Optix invoices are automatically copied over into your Xero account. As soon as an Optix user pays their invoice, this integration will automatically mark the duplicate Xero invoice as "paid" so you can be sure your account stays up to date.

    Note: This Zapier integration doesn't create invoices from previously paid Optix invoices, only invoices that a users pays for after you've set up the integration.

    How this Optix-Xero integration works

    1. An Optix user pays an invoice
    2. Zapier automatically creates a duplicate invoice in Xero
    3. Xero automatically marks the duplicate invoice as “paid.”

    Apps involved

    • Optix Account
    • Xero account
  • Add new Optix users to Google Contacts

    Signing up a new member to your coworking space is simply the beginning of your relationship. Wouldn't it be great if you could add a new Optix user directly into your Google Contacts? With this zap, new Optix users will be automatically added to your Google account as contacts.

    How this Optix-Google Contacts integration works

    1. A new user is added to your Optix account
    2. Zapier automatically adds them as a Google Contact

    Apps involved

    • Optix
    • Google
  • Create sales receipts in QuickBooks Online from new Optix invoice payments

    If you use Quickbooks to track all of your venue's payment and invoicing, you'll want your paid Optix invoices automatically added to your Quickbooks account. With this integration active, Zapier will automatically add your Optix users' invoices into your Quickbooks account as soon as they are marked "paid" within Optix to save you time and effort.

    How this Optix-Quickbooks integration works

    1. An Optix user pays for an invoice
    2. Zapier creates a receipt in your Quickbooks account and marks it as paid

    What you need

    • Optix
    • QuickBooks Online
  • Send out tweets to welcome new Optix users

    New members are to be celebrated! When you add a new user to your Optix account, make them feel special by automatically giving them a shoutout on your venue’s twitter, customized with their name.

    How this Optix-Twitter integration works

    1. A new user is added to Optix
    2. Zapier posts about them on Twitter

    Apps involved

    • Optix
    • Twitter
  • Receive Slack DMs when Optix users check into a desk

    Finding it hard to keep track of who's coming and going in your venue? Once you activate this integration, you'll automatically receive a Slack direct message as soon as an Optix user checks into a desk. This way, you can keep an eye on your venue activity anytime, anywhere.

    How this Optix-Slack integration works

    1. An Optix user checks into a desk
    2. Zapier automatically sends you a direct message within Slack

    Apps involved

    • Optix
    • Slack
  • Send invitations to new Optix users to sign a membership agreement in SignNow

    When a new member joins your venue, you'll want them to sign a membership agreement. Why not send this signature request automatically? With this integration, new Optix users will automatically receive a membership agreement ready for their signature via SignNow as soon as you add them as users into your Optix account.

    How this Optix-SignNow integration works

    1. A new user is added on Optix
    2. Zapier sends the user an invitation to sign through SignNow

    Apps involved

    • Optix account
    • SignNow account
  • Create new Dropbox folders when new users are added to Optix

    If you like to bundle your new users' information (signed membership agreement, fob details, photo, etc) all in one place, set up this integration. Zapier will automatically create a new Dropbox folder, named for a new user so you have a place for all their material.

    How this Optix-Dropbox integration works

    1. A new user is added on Optix
    2. Zapier automatically creates a new Dropbox folder for them

    Apps involved

    • Optix
    • Dropbox
  • Log new venue Optix issue reports as Zendesk tickets

    Make sure each venue issue reported by your members gets the attention it deserves. With this zap, new venue issue reports that your members submit within Optix will automatically be copied as a new ticket in your ZenDesk account. This way, your support workflows can kick in and resolve the situation quickly.

    How this Optix-Zendesk integration works

    1. An Optix user sends a venue issue report
    2. Zapier automatically creates a ticket in your Zendesk account

    Apps involved

    • Optix
    • Zendesk
  • Receive Slack DMs when Optix users make new bookings

    If you love using Slack to keep track of who's booking your venue's spaces, you'll love this integration. Once activated, you'll automatically receive a Slack direct message as soon as an Optix user makes a booking.

    How this Optix-Slack integration works

    1. A new Optix user makes a booking at your venue
    2. Zapier automatically sends you a direct message within Slack

    Apps involved

    • Optix
    • Slack
  • Ask new Optix users to sign a membership agreement in RightSignature

    Do you have paperwork you’ll need new members of your venue to sign? Setting up this integration ensures that each your your new venue members receives an invitation to sign a membership agreement as soon as you add them as a user into your Optix account.

    How this Optix-RightSignature integration works

    1. A new user is added on Optix
    2. Zapier automatically prompts RightSignature to send an invite to the user to sign

    Apps involved

    • Optix
    • RightSignature
  • Add new Optix users to Salesforce as leads

    Signing up a new member to your coworking space is simply the beginning of your relationship. Wouldn't it be great if you could add new Optix users directly into a pipeline within your Salesforce account? When you set up this integration, new Optix users will be automatically added to your Salesforce account as leads.

    How this Optix-Salesforce integration works

    1. A new user is added to Optix
    2. Zapier automatically adds them as a lead in Salesforce

    Apps involved

    • Optix
    • Salesforce
  • Receive new Optix user support requests via email

    Make sure each support request sent by a member of your venue gets the attention it deserves. Once you set up this integration, every new support request you receive from an Optix user will automatically be forwarded to you via email, including all the details you need to react, inform someone else of the issue, or keep a log of the incident.

    How this Optix integration works

    1. An Optix user submits a support request
    2. Zapier automatically sends the chosen recipient an email with the details

    Apps involved

    • Optix
  • Add new Optix users to Zoho CRM as contacts

    Signing up a new member to your coworking space is simply the beginning of your relationship. Wouldn't it be great if you could add a new Optix user directly into your Zoho CRM account? When you set up this integration, new Optix users will be automatically added to your Zoho CRM account as contacts.

    How this Optix-Zoho CRM integration works

    1. A new user is added to Optix
    2. Zapier automatically adds them as a contact in Zoho CRM

    Apps involved

    • Optix
    • Zoho CRM
  • Log new Optix user support requests as Desk cases

    Make sure each support request sent by a member of your venue gets the attention it deserves. When you set up this integration, a new user support request within Optix will automatically be copied as a new case in your Desk account. This way, your support workflows can kick in and resolve the situation quickly.

    How this Optix-Desk integration works

    1. An Optix user sends a new support request
    2. Zapier automatically creates a case in your Desk account

    Apps involved

    • Optix
    • Desk
  • Log new Optix user support requests as Zendesk tickets

    Make sure each support request sent by a member of your venue gets the attention it deserves. With this zap, a new user support request within Optix will automatically be copied as a new ticket in your ZenDesk account. This way, your support workflows can kick in and resolve the situation quickly.

    How this Optix-Zendesk integration works

    1. An Optix user sends a new support request
    2. Zapier automatically creates a ticket in your Zendesk account

    Apps involved

    • Optix
    • Zendesk
  • Add new Optix users as attendees to a Picatic event

    Give your new venue members a proper welcome to the community with an invite to a weekly happy hour, monthly meeting, or any other gathering! Use Picatic to set up an event, then, set up this integration to ensure that newly added Optix users will receive an invitation to the event automatically so you don't have to do it yourself.

    How this Optix-Picatic integration works

    1. A new user is added to Optix
    2. Zapier automatically adds them to as an attendee to a Picatic event

    Apps involved

    • Optix account
    • Picatic account
  • Create copies of paid Optix user invoices in Freshbooks

    Copying invoices between multiple apps isn't the best use of your time. Ensure your venue members' paid invoices are accounted for, automatically. This integration will add copies of your Optix users' invoices in your Freshbooks account as soon as they're paid, saving you from tedious manual labor.

    How this Optix-Freshbooks integration works

    1. An Optix user pays for an invoice
    2. Zapier automatically finds the user or creates the user in your Freshbooks account
    3. Zapier automatically creates an invoice in your Freshbooks account and marks it as paid

    Apps involved

    • Optix
    • Freshbooks
  • Create Trello cards for newly added Optix users

    When you add a member to your venue, would you like to bundle their information (signed membership agreement, fob details, and more) all in one place? Set up this integration to automatically create a Trello card for a new Optix user as soon as you add them to Optix.

    How this Optix-Trello integration works

    1. A new user is added to Optix
    2. Zapier automatically creates a new Trello card

    Apps involved

    • Optix
    • Trello
  • Send invitations to new Optix users to sign membership agreements in HelloSign

    A crucial part of the onboarding process, you'll want all new members to sign a membership agreement. Why not let Zapier do the heavy lifting for you? With this integration, new members will receive an email inviting them to sign a membership agreement via HelloSign as soon as you add them as a new user within Optix.

    How this Optix-HelloSign works

    1. A new user is added to Optix
    2. Zapier automatically prompts HelloSign to send an invite to the user to sign

    Apps involved

    • Optix
    • HelloSign
  • Share posts on Facebook groups when new Optix users are added

    If you manage your digital community through Facebook groups, delight your venue's newly added members with a personalized shoutout on your Facebook group. After you set up this zap, new users added to your Optix account will automatically receive a shoutout post on your venue’s Facebook group. This gives all of your existing members a chance to welcome them to the community!

    How this Optix-Facebook integration works

    1. You add a new user to Optix
    2. Zapier automatically creates a new Facebook post on your venue’s group

    Apps involved

    • Optix
    • Facebook
  • Send a ‘Welcome Survey’ through SurveyPal to new Optix users

    What better way to find out what your community than to shoot new members a quick welcome survey? When you set up this integration, Zapier will automatically send out a welcome survey through SurveyPal after you add a user to Optix.

    How this Optix-SurveyPal integration works

    1. You add a new user to Optix
    2. Zapier automatically prompts SurveyPal to send a survey

    Apps involved

    • Optix
    • SurveyPal
  • Send a ‘Welcome Survey’ through Survey Methods to new Optix users

    Welcome surveys are a great way to gain valuable insight into your new venue member’s interests (and the needs of your community as a whole). Activate this integration to automatically send a welcome survey when you add a user to Optix.

    How this Optix-Survey Methods integration works

    1. You add a new user to Optix
    2. Zapier automatically prompts Survey Methods to send a survey

    What you need

    • Optix account
    • Survey Methods account

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Optix Integration Details

Launched on Zapier February 23, 2016

Zapier combines Triggers (like "Member Booking Changed") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Member Booking Changed

Triggers when a member booking has been updated.

Member Booking Cancelled

Triggers when a member booking has been cancelled.

New Issue

Triggers when a user reports a new issue.

New Plan Subscription

Triggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.

New Member Check-In

A member checks into venue.

New Member Booking

Triggers when there is a new venue member booking.

Cancelled Plan Subscription

Triggers when a user or team plan subscription is cancelled or has ended.

New Member

Triggers when a new member is added to a venue.

New Invoice Payment

Triggers when a member pays an invoice.

New Member Support Request

Triggers when a member asks a question to the venue host.

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Optix is a platform for on-demand work and meeting spaces.