BaseLinker + Optiin Integration

Connect BaseLinker to Optiin in 1 click

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Optiin + BaseLinker Integration

Create BaseLinker invoice for new Optiin order

As soon as you receive a new Optiin order, you need to generate a corresponding invoice so that you can get paid. With this Optiin - BaseLinker integration, a new invoice will be created in your BaseLinker software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Optiin order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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BaseLinker + Optiin Integration

Create Optiin contact for new BaseLinker order

When a new BaseLinker order is placed, it's important to create a Optiin contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Optiin contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Optiin contact for every BaseLinker order, you can maximize your chances of success with each customer.
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Optiin + BaseLinker Integration

Create BaseLinker invoice for new Optiin event

If you're a professional who works on one-to-one basis and uses Optiin to manage your events, you may want to create an invoice in BaseLinker when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in BaseLinker.

This can save you time when creating invoice and tracking payments for your events.
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BaseLinker + Optiin Integration
1.
  • BaseLinker
    Order is created in BaseLinker
  • BaseLinker
    Invoice is created in BaseLinker
  • Optiin
    Product is created in Optiin Instant
  • Optiin
    Product is updated in Optiin Instant
  • Optiin
    Form response is created in Optiin Instant
  • Optiin
    Booking is created in Optiin Instant
  • Optiin
    Contact is created or updated in Optiin Instant
  • Optiin
    Order is created in Optiin Instant
  • Optiin
    Order is updated in Optiin Instant
2.
  • BaseLinker
    Create order in BaseLinker
  • BaseLinker
    Update order in BaseLinker
  • BaseLinker
    Search order by phone in BaseLinker
  • BaseLinker
    Search order by email in BaseLinker
  • BaseLinker
    Get order by Id in BaseLinker
  • BaseLinker
    Add invoce in BaseLinker
  • BaseLinker
    Add a tracking number in BaseLinker
  • BaseLinker
    Get order package in BaseLinker
  • BaseLinker
    Add payment in BaseLinker
  • Optiin
    Delete contact in Optiin
  • Optiin
    Update contact in Optiin
  • Optiin
    Create product in Optiin
  • Optiin
    Search contact in Optiin
  • Optiin
    Create contact in Optiin
  • Optiin
    Update product in Optiin
  • Optiin
    Search product in Optiin
  • Optiin
    Create member in Optiin
  • Optiin
    Delete member in Optiin
  • Optiin
    Update member in Optiin
  • Optiin
    Create member group in Optiin
  • Optiin
    Update member group in Optiin
  • Optiin
    Delete member group in Optiin
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