Connect Optimy integrations
Organize your grants, sponsorships, and volunteering programs by connecting Optimy to Make to automatically route application data. Linking this workflow automation tool to your daily tech stack lets you instantly distribute review tasks, update project statuses, and archive signed agreements. Register for free today to build your first social impact pipeline.
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This app is supported and maintained by the vendor Optimy.
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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.
Connect Optimy with your favorite tools using Make. Automate data syncs and simplify your daily grant management workflows.
Unlock the Power of Optimy by Automating Your Workflows with Make
Connect Optimy with Make to automate your social impact program. Automatically sync project data with Google Sheets, instantly create tasks, and eliminate manual data entry.
Automatically sync your Optimy project data to Google Sheets to easily share updates and simplify your reporting.
Turn new project submissions in Optimy into actionable tasks in your team's favorite task management app immediately.
Connect Optimy with thousands of other tools to build custom workflows that automate your entire social impact program.
Eliminate the need to manually copy and paste application details between Optimy and your everyday apps, saving you valuable time.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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