Optix + Square
Add new Square customers to Optix as users instantly
Automate your customer data management with this simple workflow. As soon as you welcome a new customer in Square, they will be instantly added as a user in Optix. This effortless automation saves you time on manual data entry and ensures your Optix records stay up to date with your growing customer base.
Automate your customer data management with this simple workflow. As soon as you welcome a new customer in Square, they will be instantly added as a user in Optix. This effortless automation saves you time on manual data entry and ensures your Optix records stay up to date with your growing customer base.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Add User to Optix
Adds a new user to Optix
- Free forever for core features
- 14 day trial for premium features & apps
About Optix
Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.
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About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
