HeySpace, BeLazy, Optimy Integrations

BeLazy
HeySpace
Optimy
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

BeLazy

Watch New Approved Project INSTANT

Triggers when BeLazy notifies Integromat of new incoming project that is approved automatically or manually. The module returns with an iteration through the available projects in BeLazy.

Optimy

Generic event INSTANT

New project, updated project, etc.

Actions

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

BeLazy

Accept An Opportunity

Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.

BeLazy

Acknowledges Project

Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.

BeLazy

Add File To Workspace

Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.

BeLazy

Add/Update Deliverable

Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Clear Vendor Of Project

Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.

BeLazy

Create Opportunity From Workspace

Creates an opportunity from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create an opportunity with this operation.

BeLazy

Create Workspace

Creates a new workspace.

BeLazy

Delete Deliverable

Removes a deliverable file from a project. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Delete File

Deletes a file. Generally an uploaded file should be referenced in a futher API call and should not be deleted. The removal is offered for convenience to discard uploads made by mistake. Uploaded but unused files are also deleted within 10 minutes.

BeLazy

Delete Workspace

Deletes the workspace, including all files in the workspace. This operation cannot be reversed.

BeLazy

Deliver Entire Project

Signals that the project was delivered in the BMS. This will start the final deliver / close process in the vendor portal (and prevent uploading / modifying of deliverables to BeLazy). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Deliver Project Item

After deliverable files are uploaded to BeLazy a (partial) delivery process can be started using this operation. The delivery process will upload the deliverables belonging to the delivered part of the project to the vendor portal. After the delivery of this part of the project is started, no more modification of deliverables assigned to the delivered project part is possible. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Dismiss An Opportunity

Dismisses an opportunity, which results in the opportunity being ignored and no longer offered for acceptance. This operation is applicable when you want to control what opportunities to accept or dismiss.

BeLazy

Download Deliverable

Download a particular deliverable file associated with a project. This operation is applicable when when your system is a proprietary vendor portal and want to fetch deliverables from the BMS.

BeLazy

Download File

Downloads the files from BeLazy which then can be stored with a following step to Dropbox, GDrive, FTP etc. This module is meant to be preceeded by a Query File List module that returns with the files available in the project.

BeLazy

Get Connection

Gets the details of a connection.

BeLazy

Get Deliverable

Gets metadata of a deliverable associated with a project. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.

BeLazy

Get File In Workspace

Gets the properties of a particular file.

BeLazy

Get Opportunity

Get an opportunity with all its properties by it's identifier.

BeLazy

Get Project

Gets the details of an active project.

BeLazy

Get Workspace

Gets the properties of a workspace.

BeLazy

Make an API Call

Performs an arbitrary authorized API call.

BeLazy

Remove File From Workspace

Removes a file from a workspace.

BeLazy

Set Vendor For Project

Sets a vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to apply this assignments in the origin system — using the mapping information between the vendors in the BMS and the lingusits in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.

BeLazy

Signal Project Delivery

Signals that a project was succesfully delivered and closed in the external vendor portal. This operation marks the project as succesfully delivered and closed. This operation is applicable when your system is a proprietary vendor portal.

BeLazy

Synchronize Connection

Invokes the synchronization of an automated connection.

BeLazy

Synchronize Project

Invokes the synchronization of a specified project via the vendor portal connection.

BeLazy

Update Workspace

Updates the properties of a workspace. All properties will be overwritten with the provided values.

BeLazy

Upload a file

Uploads a new file. The successful operation returns an identifier, which can be used to reference to this file in further Api calls. Uploaded and unused (unreferenced) files are kept for no longer than 10 minutes. The maximum accepted file size is 3GB.

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create a project task

Creates a task in a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Get form

Gets a form.

Optimy

Get project

Retrieves data about a single project

Optimy

Get project answer

Gets the answer of a given project part version for a given project.

Optimy

Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Optimy

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Update project status

Updates the status of a project

Optimy

Update project task

Updates the task of a project (eg: to mark it as completed).

Optimy

Update the project leader

Updates (or removes) the leader (user and/or team) of a project.

Optimy

Upload a project file (document manager)

Uploads a file into the "document manager" of the project.

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

Searches

BeLazy

List Connections

Lists the connections defined in BeLazy. This module returns with an iteration through the connections.

BeLazy

List Deliverables Of Project

Fetches the list of deliverables of the project. Metadata regarding every deliverable of the project is returned. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.

BeLazy

List Files In Project

Lists the files in a project, generally it should come after a check if the project has files (origin.hasFiles = true). The module returns with an iteration through the available files that then can be downloaded using the Download File module.

BeLazy

List Files In Workspace

Lists the files matching the specified search criteria associated with the specified workspace.

BeLazy

List Languages

Lists the languages known by BeLazy.

BeLazy

List Opportunities

Lists opportunities with filtering. The filter criteria are combined and an opportunity must match all.

BeLazy

List Projects

Lists projects with filtering. The filter criteria are combined and a project must match all.

BeLazy

List Specializations

Lists the specializations known by BeLazy.

BeLazy

List Workspaces

Lists the workspaces matching the specified search criteria.

Optimy

List project answers

Lists the answers of a given project part version of a given project.

Optimy

List project files (document manager)

Lists files uploaded in the “document manager" of the project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project internal extra fields

Lists internal extra fields of a project.

Optimy

List project part versions

Lists all part versions of a project.

Optimy

List projects

Lists all projects. Optionally filters by form, form part, project owner, project status.

Optimy

List project statuses

Lists all available project statuses

Optimy

List project tasks

Lists all tasks of a project.