Optix + Salesforce

Optix + Salesforce integrations

Create Salesforce contacts from new Optix plan subscriptions

Improve efficiency in managing your customer relations with this workflow. When a new plan subscription is added in Optix, it results in the creation of a new contact in your Salesforce app. This not only saves time but also ensures no new client falls through the cracks. Stay organized, accurate, and proactive in your business with this seamless automation.

When this happens...
New Plan SubscriptionTriggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Optix and Salesforce

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

- 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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- 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
- Is Unconfirmed
Action
Write
- Organization
  Required
- Automation ID
  Required
- Email
  Required
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or 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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
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.

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Related categories

Scheduling & Booking

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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