Optix + Wave

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 Member
Triggers when a new member is added to an organization.
TriggerInstant
automatically do this!
Create Customer
Creates a customer in a business that you choose.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It

- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It

- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- OrganizationRequired
- EmailRequired
- 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
- BusinessRequired
Trigger
Polling
Try It
- BusinessRequired
- Customer or Company NameRequired
- 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
- BusinessRequired
- NameRequired
- Description
- PriceRequired
Action
Write
- BusinessRequired
- EmailRequired
Action
Search
- BusinessRequired
- EmailRequired
- Customer or Company NameRequired
- 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

- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- OrganizationRequired
- Task IDRequired
Action
Write
- BusinessRequired
Trigger
Polling
Try It
- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- 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
- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- BusinessRequired
- NameRequired
Action
Search

About Optix

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

Learn more

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 more

Related categories

Accounting

Optix + Wave

Create Wave customers from new members in Optix

Assignment Canceled

New Assignment

New Issue

Booking Canceled

New Booking

New Member

New Plan Subscription

New Invoice Payment

Plan Subscription Ending Soon

Task Created

Add User to Optix

New Customer

Create Customer

Create Product or Service

Find Customer

Find or Create Customer

Assignment Changed

Plan Subscription Canceled

New Lead

Booking Changed

New Check-In

New User Support Request

New Team Member

Plan Subscription Changed

New Product Sale

Team Member Deleted

Complete Task in Optix

New Invoice

Create Invoice

Record Sale

Find Sold Product or Service

About Optix

Related categories

About Wave

Related categories

Similar apps

Xero

QuickBooks Online

FreeAgent