Integrate Optix with Retently
Trigger NPS/CSAT surveys after booking confirmations or user interactions, sync customer profiles to keep contact information updated, and use feedback scores to improve coworking space services and customer satisfaction.
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About Optix
Optix is a technology platform that assists coworking operators in managing bookings, assignments, and user interactions.
Optix to Retently
Assignment Canceled
Triggers when a resource assignment is canceled.New Assignment
Triggers when there is a new resource assignment.New Issue
Triggers when a user reports a new issue.Booking Canceled
Triggers when a member booking has been cancelled.New Booking
Triggers when there is a new member booking.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.New Invoice Payment
Triggers when a member pays an invoice.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.Assignment Changed
Triggers when a resource assignment is updated.Plan Subscription Canceled
Triggers when a user or team plan subscription is canceled or ended.New Lead
Triggers when a new lead is added to an organization.Booking Changed
Triggers when a member booking has been updated.New Check-In
Triggers when a member checks into a location.New User Support Request
Triggers when a user asks admins a question.New Team Member
Triggers when a user is added to a team.Plan Subscription Changed
Triggers when a user or team plan is updated.New Product Sale
Triggers when a new product sale is made.Team Member Deleted
Triggers when a user is removed from a team.Retently to Optix
Add User to Optix
Adds a new user to Optix.Complete Task in Optix
Marks a task as complete.
Alex Bitca
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