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Optimy, 4leads Integrations

4leads
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

Optimy

Generic event INSTANT

New project, updated project, etc.

4leads

Watch Automations

Watches for 4leads automations with an Integromat toggle as action. Delivers a Contact object.

Actions

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.

4leads

Add a Contact to a Subscription

Adds a contact to a subscription.

4leads

Add Tags

Adds one or more Tags to a Contact.

4leads

Create a Tag

Creates a Tag inside your 4leads account. Tag names are not unique and multiple tags with the same name may be created.

4leads

Get a Contact

Retrieves a single contact by id or email.

4leads

Get a Global Field value

Reads the current value to a contact for a selected global field.

4leads

Make an API Call

Performs an arbitrary authorized API call.

4leads

Remove a Contact from a Subscription

Revokes the contact subscription to a 4leads topic.

4leads

Remove Tags

Removes one or multiple Tags from a Contact. (max. 20)

4leads

Set Global Field(s) Value

Sets the Value of a Global Field for a Contact.

4leads

Sign Contact to a Campaign

Starts the Campaign for the a contact.

4leads

Stop Campaign

Stops the campaign for a contact.

4leads

Trigger an Automation

Triggers an automation with integromat as starting point. Returns the contact object if contact was found.

4leads

Update a Tag

Updates the name of a Tag.

4leads

Upsert a Contact

Searches for the Contact by email. If the contact is not known yet it gets created. Otherwise the contact may get updated and the id is accessible for further steps.

Searches

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.

4leads

Get Contact Tags

Gets the list of tags the contact is connected to right now.

4leads

Search Contacts

Gets a list of your contacts.

4leads

Search Tag

Searches a Tag by name. May give multiple results.

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