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Optimy, Stripe Integrations

Optimy
Stripe
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Triggers

Optimy

Generic event INSTANT

New project, updated project, etc.

Stripe

Watch Events INSTANT

Triggers when a given event occurs.

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.

Stripe

Cancel a Payout

Cancels a previously created payout.

Stripe

Capture a Charge

Capture the payment of an existing, uncaptured, charge.

Stripe

Create a Charge

Creates a charge.

Stripe

Create a Payout

To send funds to your own bank account, you create a new payout object.

Stripe

Create a Refund

Creates a new refund.

Stripe

Make an API Call

Performs an arbitrary authorized API call.

Stripe

Retrieve a Balance Transaction

Retrieves the balance transaction with the given ID.

Stripe

Retrieve a Customer

Retrieves the details of an existing customer.

Stripe

Retrieve a Charge

Retrieves the details of a charge that has previously been created.

Stripe

Retrieve an Invoice

Retrieves the details of an existing invoice with the given ID.

Stripe

Retrieve a Payout

Retrieves the details of an existing payout.

Stripe

Retrieve a Refund

Retrieves the details of an existing refund.

Stripe

Retrieve Balance

Retrieves the current account balance.

Stripe

Update a Charge

Updates the specified charge by setting the values of the parameters passed.

Stripe

Update a Payout

Updates the specified payout by setting the values of the parameters passed.

Stripe

Update a Refund

Updates the specified refund by setting the values of the parameters passed.

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.

Stripe

List All Balance History

Returns a list of transactions that have contributed to the Stripe account balance.

Stripe

List All Customers

Retrieves a list of customers.

Stripe

List All Charges

Returns a list of charges you’ve previously created. The charges are returned in sorted order, with the most recent charges appearing first.

Stripe

List All Invoice Line Items

Retrieves a list of invoice line items by the invoice ID.

Stripe

List All Payouts

Returns a list of existing payouts sent to third-party bank accounts or that Stripe has sent you.

Stripe

List All Refunds

Returns a list of all refunds you’ve previously created.

Integrate Optimy, Stripe with these services