We’ve partnered with Zapier to allow Optix clients to do more by connecting your favorite apps to your Optix account.

Zapier is an automation tool that helps you connect thousands of different apps to your Optix account to automate tasks without any coding. When a certain trigger is completed in Optix, an action in one of the connected applications is completed.

A Zap is the method by which information is transmitted between Zapier enabled applications. It pushes data from one app to another based on a system of triggers and actions.

A 'trigger' is the initial event that alerts Zapier to start an action. The trigger might be adding a new user, a new booking being created or an invoice being paid.

An 'action' is what happens in the connected application after the trigger has occurred.
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Once you've set a trigger and an action, give your new zap a test and you’re all set! As a bonus, you can toggle your individual zaps on or off at any time so you can create specific zaps to automate for you while you’re on vacation, or when you work from home.

If you wish to connect your Optix account with other Zapier-enabled applications, yes! You must have an account with Optix, Zapier, and any other apps you’re looking to create zaps between.

Here are the step-by-step instructions to set up a Zap with Optix via Zapier:

1. Explore what apps you are able to connect to Optix here

2. Sign in to Zapier or create an account

3. Create a New Zap

• Click “Create Zap” in the top-left corner

• Give your Zap a name so you can easily identify it later

3. Choose a Trigger App: Optix

• In the “Trigger” section, search for and select Optix.

• Choose a Trigger Event, such as: New User, New Booking, New Invoice, New Plan Subscription, etc

4. Connect Your Optix Account

• Click “Sign in” to connect your Optix account

• Once connected, test the connection to confirm it’s working

5. Customize Trigger Options

• Based on the selected trigger, choose relevant options (e.g., a specific location or plan)

• Click Continue and Test Trigger to make sure Zapier can fetch data from Optix

6. Choose an Action App

• Select the app you want to connect Optix with (i.e. Gmail, Slack, Google Sheets, HubSpot, etc.)

7. Map Optix Data to the Action

• Use fields from the Optix trigger to populate the fields in the action app

• For example, map user email or booking date to corresponding columns in Google Sheets

8. Test the Action

• Run a test to ensure your action works correctly

• If the test is successful, you’ll see confirmation that the action app received the data

9. Turn on Your Zap

• Click “Publish Zap” to activate it

• Your workflow is now live and will run automatically whenever the trigger condition is met

Signing up for Zapier is free. As an unpaid service, users can make use of a limited number of zaps per month. If your needs outgrow the free service, explore the added features available in one of their paid plans.
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