Create your customized scenario with Integromat. Automate repetitive tasks involved in using Optimy and make your work easier.
Try Integromat for FREEIntegromat 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!
When you run this scenario, Integromat 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.
Use this template to create a task when new projects are created in Optimy.
New project, updated project, etc.
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.
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.
Gets a file uploaded through the form into a project.
Gets an internal extra field of a project.
Updates the status of a project
Updates the task of a project (eg: to mark it as completed).
Updates (or removes) the leader (user and/or team) of a project.
Uploads a file into the "document manager" of the project.
Uploads a file into the form of the project.
Lists the answers of a given project part version of a given project.
Lists files uploaded in the “document manager" of the project.
Lists files uploaded through the form into a project.
Lists internal extra fields of a project.
Lists all part versions of a project.
Lists all projects. Optionally filters by form, form part, project owner, project status.
Lists all available project statuses
Lists all tasks of a project.
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