Connect Optimy integrations
Build your Optimy integrations.
Create custom Optimy workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new version on a given part.
Creates a task in a project.
Create a budget allocation in a project.
Creates an internal extra field in a project.
New project, updated project, etc.
Gets a form.
Retrieves data about a single project
Gets the answer of a given project part version for a given project.
Gets the file uploaded in the "document manager" of a project.
Connect any app with Optimy
Popular Optimy workflows.
Looking to get more out of Optimy? With Make you can visually integrate Optimy into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Save Optimy projects to a Google Sheets spreadsheet
When you run this scenario, Make will automatically export list of Optimy projects matching specified search criteria (you can filter by project status, form or project owner) to your Google Sheets spreadsheet. The template uses this [example spreadsheet](https://bit.ly/2sCvsZu).
TRY IT ->Create a project task when a new project is submitted in Optimy
Use this template to create a task when new projects are created in Optimy.
TRY IT ->
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