Create a project task when a new project is submitted in Optimy
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This template periodically checks for new rows in a source Google Sheet spreadsheet and uses the retrieved information to create new users in Award Force.
The template uses this example spreadsheet. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
This template periodically checks for new rows in a source Google Sheet spreadsheet and uses the retrieved information to create new entries in Award Force.
The template uses this example spreadsheet. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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.
Create your own workflow
Create custom 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.
FAQ