Optix Integrations

Name: Zapier
Availability: InStock

Put Optix to work with AI and enterprise-grade automation

Automate smarter with Optix and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Mailchimp

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Slack

Team Chat

SignNow

Signatures

monday.com

Project Management

Pipedrive

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

Docusign

Signatures

Flodesk

Email Newsletters

Mailchimp

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Slack

Team Chat

SignNow

Signatures

monday.com

Project Management

Pipedrive

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Slack

Team Chat

SignNow

Signatures

monday.com

Project Management

Pipedrive

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

Docusign

Signatures

Flodesk

Email Newsletters

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Subscribe new Optix users to a Mailchimp list
Details
Try it
Optix + Mailchimp
Add new Optix users to HubSpot as contacts
Details
Try it
Optix + HubSpot
Add new Optix members to HubSpot as contacts
Details
Try it
Optix + HubSpot
Add new Optix leads to Mailchimp as subscribers instantly
Details
Try it
Optix + Mailchimp
Share a welcome post in your Slack’s general channel for a new Optix user
Details
Try it
Optix + Slack
Receive Slack DMs when Optix users make new bookings
Details
Try it
Optix + Slack

Subscribe new Optix users to a Mailchimp list

Details

Try it

Optix + Mailchimp

Add new Optix users to HubSpot as contacts

Details

Try it

Optix + HubSpot

Add new Optix members to HubSpot as contacts

Details

Try it

Optix + HubSpot

Add new Optix leads to Mailchimp as subscribers instantly

Details

Try it

Optix + Mailchimp

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

Details

Try it

Optix + Slack

Receive Slack DMs when Optix users make new bookings

Details

Try it

Optix + Slack

Create new HubSpot contacts from new Optix leads

Details

Try it

Optix + HubSpot

Create sales receipts in QuickBooks Online from new Optix invoice payments

Details

Try it

Optix + QuickBooks Online

Create new HubSpot engagements when new bookings are made in Optix

Details

Try it

Optix + HubSpot

Create Xero invoices for new Optix invoice payments

Details

Try it

Optix + Xero

Receive new Optix user support requests via email

Details

Try it

Optix + Email by Zapier

Receive Slack DMs when Optix users check into a desk

Details

Try it

Optix + Slack

Create new HubSpot contacts from new Optix leads
Details
Try it
Optix + HubSpot
Create sales receipts in QuickBooks Online from new Optix invoice payments
Premium
Details
Try it
Optix + QuickBooks Online
Create new HubSpot engagements when new bookings are made in Optix
Details
Try it
Optix + HubSpot
Create Xero invoices for new Optix invoice payments
Premium
Details
Try it
Optix + Xero
Receive new Optix user support requests via email
Details
Try it
Optix + Email by Zapier
Receive Slack DMs when Optix users check into a desk
Details
Try it
Optix + Slack

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Venue
  Required
Trigger
Instant
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- Venue
  Required
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Instant
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- Venue
  Required
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Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- 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
Action
Write

- 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

Optix Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Optix Integrations

Put Optix to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Subscribe new Optix users to a Mailchimp list

Add new Optix users to HubSpot as contacts

Add new Optix members to HubSpot as contacts

Add new Optix leads to Mailchimp as subscribers instantly

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

Receive Slack DMs when Optix users make new bookings

Subscribe new Optix users to a Mailchimp list

Add new Optix users to HubSpot as contacts

Add new Optix members to HubSpot as contacts

Add new Optix leads to Mailchimp as subscribers instantly

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

Receive Slack DMs when Optix users make new bookings

Create new HubSpot contacts from new Optix leads

Create sales receipts in QuickBooks Online from new Optix invoice payments

Create new HubSpot engagements when new bookings are made in Optix

Create Xero invoices for new Optix invoice payments

Receive new Optix user support requests via email

Receive Slack DMs when Optix users check into a desk

Create new HubSpot contacts from new Optix leads

Create sales receipts in QuickBooks Online from new Optix invoice payments

Create new HubSpot engagements when new bookings are made in Optix

Create Xero invoices for new Optix invoice payments

Receive new Optix user support requests via email

Receive Slack DMs when Optix users check into a desk

Supported triggers and actions

Optix Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Optix Integrations

Popular Optix Integrations

Optix Integrations

Put Optix to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Subscribe new Optix users to a Mailchimp list

Add new Optix users to HubSpot as contacts

Add new Optix members to HubSpot as contacts

Add new Optix leads to Mailchimp as subscribers instantly

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

Receive Slack DMs when Optix users make new bookings

Subscribe new Optix users to a Mailchimp list

Add new Optix users to HubSpot as contacts

Add new Optix members to HubSpot as contacts

Add new Optix leads to Mailchimp as subscribers instantly

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

Receive Slack DMs when Optix users make new bookings

Create new HubSpot contacts from new Optix leads

Create sales receipts in QuickBooks Online from new Optix invoice payments

Create new HubSpot engagements when new bookings are made in Optix

Create Xero invoices for new Optix invoice payments

Receive new Optix user support requests via email

Receive Slack DMs when Optix users check into a desk

Create new HubSpot contacts from new Optix leads

Create sales receipts in QuickBooks Online from new Optix invoice payments

Create new HubSpot engagements when new bookings are made in Optix

Create Xero invoices for new Optix invoice payments

Receive new Optix user support requests via email

Receive Slack DMs when Optix users check into a desk

Optix Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Optix Integrations

Popular Optix Integrations

Connect Your App Accounts to Zapier