Optix + Wave

Optix + Wave integrations

Create Wave customers from new members in Optix

Streamline your process with this workflow. Once a new member is added in Optix, a customer profile is immediately created in Wave. This seamless process keeps your workspace management and financial software updated and aligned, saving you time and avoiding data entry errors. A must-have workflow for efficient customer onboarding.

When this happens...
New MemberTriggers when a new member is added to an organization.
TriggerInstant
automatically do this!
Create CustomerCreates a customer in a business that you choose.
ActionWrite

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More things you can do with Optix and Wave

Discover other triggers and actions you can use with Optix and Wave

- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
Try It

- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
Try It

- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- First Name
- Last Name
- Phone Number
- Billing > Tax Number
- Billing > Street
- Billing > City
- Billing > Country
- Billing > ZIP / Postal Code
- Billing > Additional Notification Email
- Send Welcome Email
- Is Unconfirmed
Action
Write
- Organization
  Required
- Automation ID
  Required
- Email
  Required
Action
Write
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer
  Required
- Item Description
- Item Price
- Item Product
  Required
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- Business
  Required
- Sale Date
  Required
- Description
  Required
- Number Format
  Required
- Sale Amount
  Required
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- Business
  Required
- Name
  Required
Action
Search

- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Venue
  Required
Trigger
Instant
Try It
- Organization
  Required
- Task ID
  Required
Action
Write
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- Business
  Required
- Name
  Required
- Description
- Price
  Required
Action
Write
- Business
  Required
- Email
  Required
Action
Search
- Business
  Required
- Email
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

About Optix

Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Learn moreLearn moreHelpHelp

Related categories

Accounting

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