How to Connect a Omnix Sub

Connect your Omnix sub-account to Zapier (via the Omnix Zapier app) to automate lead capture, contact updates, and handoffs without code. This guide explains what the integration is, prerequisites, and how to connect/disconnect a sub-account.

TABLE OF CONTENTS

What is Connecting a Sub-Account with Zapier?

Zapier lets Omnix exchange data with thousands of apps. Using the Omnix Zapier app, you authenticate with your Omnix CRM login, then choose which sub-account to connect so Zaps can create/update contacts, move data, and trigger actions.

Key Benefits Connecting a Sub-Account with Zapier

These advantages help you decide when to connect Zapier for process automation.

  • Fast automation: Trigger actions across thousands of apps without custom code.

  • Sub-account scoped: Choose the specific sub-account to keep data clean and separated.

  • Simple auth: Use your Omnix CRM login—no API keys required for this connection.

  • Easy maintenance: Manage or disconnect the Omnix connection from Zapier’s App Connections page.

How To Connect a Sub-Account with Zapier

Follow these steps in Zapier to connect the right sub-account via Omnix.

  1. Log in to your Zapier account.
  2. On the home screen, click Create > Zaps.

  3. In the Zap editor, click on the Trigger block and select Omnix from the list of apps.

  4. Select a TriggerEvent like PipelineStageChanged.
  5. Under the Account section of the trigger setup, click on the Sign In button.
  6. You will be redirected to the Omnix login screen. Enter your email and password to proceed.

  7. After logging in, you’ll be prompted to select the sub-account you want to connect with Zapier.
  8. Once completed, your Zapier account will be successfully connected to the sub-account. You’ll see Omnix listed under “Accounts” in your Zap setup, confirming the integration is active.

How to Disconnect Omnix from Zapier

  1. On the Zapier home page, click on App Connections in the left-hand menu.

  2. Click the three-dot menu (•••) next to Omnix.

  3. Select Delete to remove the connection.

Frequently Asked Questions

Q: Is the Zapier app named “Omnix”?
In Zapier, use Omnix—it’s the official, whitelabeled Omnix connection.

Q: Can I change the connected sub-account later?

Yes—add a new Omnix account connection in Zapier and select the other sub-account, then switch the account used in your Zaps.

Q: How do I fully disconnect?

In Zapier → Apps → App Connections, locate Omnix, open the ••• menu, and Delete the connection.

Q: Do I need API keys for this?

Not for the standard Omnix connection flow; you sign in with your CRM credentials.

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