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.
Triggers and actions
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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.
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.
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.
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.
Automated project tracking
Instantly export your Optimy projects to Google Sheets to keep your records updated without manual data entry.
Customized data filtering
Use Make to sort and route incoming Optimy projects to different departments based on specific criteria like status or owner.
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Seamless task creation
Automatically generate tasks in your favorite project management tools the moment a new application is submitted in Optimy.
Eliminate manual data transfer
Connect Optimy with the rest of your business apps to keep your CSR data moving smoothly without human error.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.