Optimy, Email Integrations

Email
Optimy
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GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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Triggers

Optimy

Generic event INSTANT

New project, updated project, etc.

Email

Watch emails

Triggers when a new email is received for processing according to specified criteria.

Actions

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Update project status

Updates the status of a project

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Create a project task

Creates a task 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

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

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Email

Copy an email

Copies an email or a draft into a selected folder.

Email

Create a draft

Creates and adds a new draft to a selected folder.

Email

Delete an email

Removes an email or a draft from a selected folder.

Email

Get emails

Returns emails that match the specified criteria.

Email

Mark an email as read

Marks an email or a draft in a selected directory as read by setting the "Read" flag.

Email

Mark an email as unread

Marks an email or a draft in a selected directory as unread by setting the "Unread" flag.

Email

Move an email

Moves a chosen email or a draft to a selected folder.

Email

Send an email

Sends a new email.

Email

Send me an email

Sends a new email to your email address.

Iterators

Email

Iterate attachments

Iterates received attachments one by one.

Searches

Optimy

List project statuses

Lists all available project statuses

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 tasks

Lists all tasks of a project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project files (document manager)

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

Optimy

List project answers

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

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