Connect Optimy integrations
Align your corporate impact programs by automating Optimy to sync grant applications with your CRM and financial tools. This automation tool lets you create project tasks from new submissions and notify stakeholders when initiatives are approved. Sign up today to build your first automated impact workflow.
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This app is supported and maintained by the vendor Optimy.
Build your Optimy integrations.
Integrate Optimy on Make to automate your corporate impact programs. Optimy can trigger workflows when new projects are created or existing projects are updated, enabling you to sync grant applications and project data with your CRM and financial tools. Conversely, use Optimy as an action to create project tasks, update project statuses, manage budgets, and add custom fields in response to events from other applications.
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.
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