Optix and Salesflare

Scheduling optixapp.com ↗

How to connect Optix

Via Zapier — 23 operations available. Set it up ↗

What you can automate

When assignment Changed in Optix, create task in Salesflare.
When new Assignment in Optix, create task in Salesflare.
When new Issue in Optix, create task in Salesflare.
When new Lead in Optix, find or create contact in Salesflare.
When booking Changed in Optix, create meeting, then create call in Salesflare.
When new Booking in Optix, create meeting, then create call in Salesflare.

About Optix

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

Optix operations on Zapier

Triggers (20)

Start a workflow when this happens

Assignment Canceled — Triggers when a resource assignment is canceled.
Assignment Changed — Triggers when a resource assignment is updated.
Booking Canceled — Triggers when a member booking has been cancelled.
Booking Changed — Triggers when a member booking has been updated.
New Assignment — Triggers when there is a new resource assignment.

Show 15 more triggers

New Booking — Triggers when there is a new member booking.
New Check-In — A member checks into a location.
New Invoice Payment — Triggers when a member pays an invoice.
New Issue — Triggers when a user reports a new issue.
New Lead — Triggers when a new lead is added to an organization. It has 1 hour delay, and it won’t be triggered if a lead becomes an active member within that period.
New Member — Triggers when a new member is added to an organization.
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 Product Sale — Triggers when a new product sale is made
New Team Member — Triggers when a user is added to a team.
New User Support Request — Triggers when a user asks admins a question.
Plan Subscription Canceled — Triggers when a user or team plan subscription is canceled or ended.
Plan Subscription Changed — Triggers when a user or team plan is updated.
Plan Subscription Ending Soon — Triggers when a user or team plan subscription is about to end.
Task Created — Triggers when a new task is created
Team Member Deleted — Triggers when a user is removed from a team.

Actions (3)

Things Salesflare can make it do

Add User to Optix — Adds a new user to Optix
Complete Task in Optix — Marks a task as complete
Trigger Manual Automation — Runs a specific automation for a user or a team

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