Connect Optimy integrations
Systematize your social impact initiatives by connecting Optimy to Make to instantly coordinate funding programs. Linking this software to our workflow automation tool lets you assign roles, auto-allocate budgets, and generate real-time KPI reports. Create your free Make account today to start organizing all your grants, sponsorships, and volunteering activities.
Verified apps are reviewed by Make.
App developer is its official vendor.
This app is supported and maintained by the vendor Optimy.
Build your Optimy integrations.
Boost your productivity by connecting Optimy to your daily tools using Make. Build custom workflows that automate repetitive tasks instantly. Try Make today to integrate Optimy and transform your business.
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 daily apps using Make. Automate manual tasks, sync data, and simplify your workflow management.
Automate your CSR projects by integrating Optimy with Make
Connect Optimy to Google Sheets and other apps using Make. Automate project tracking, transfer CSR data instantly, and route tasks to your teams without manual work or human errors.
Instantly export your Optimy projects to Google Sheets to keep your records updated without manual data entry.
Automatically generate tasks in your favorite project management tools the moment a new application is submitted in Optimy.
Use Make to sort and route incoming Optimy projects to different departments based on specific criteria like status or owner.
Connect Optimy with the rest of your business apps to keep your CSR data moving smoothly without human error.
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.
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