Salesflare Salesflare Integrations

Optimy and Salesflare

optimy.com ↗

How to connect Optimy

What you can automate

  • When new Tasks in Salesflare, create a project task in Optimy.

Optimy operations on Make

Triggers (1)

Start a workflow when this happens

  • Generic event — New project, updated project, etc.

Actions (15)

Things Salesflare can make it do

  • Create a project part version — Creates a new version on a given part.
  • Create a project task — Creates a task in a project.
  • Create budget allocation — Create a budget allocation in a project.
  • Create project internal extra field — Creates an internal extra field in a project.
  • Get form — Gets a form.
Show 10 more actions
  • Get project — Retrieves data about a single project
  • Get project answer — Gets the answer of a given project part version for a given project.
  • Get project file (document manager) — Gets the file uploaded in the "document manager" of a project.
  • Get project file (form) — Gets a file uploaded through the form into a project.
  • Get project internal extra field — Gets an internal extra field of a project.
  • Update project status — Updates the status of a project
  • Update project task — Updates the task of a project (eg: to mark it as completed).
  • Update the project leader — Updates (or removes) the leader (user and/or team) of a project.
  • Upload a project file (document manager) — Uploads a file into the "document manager" of the project.
  • Upload a project file (form) — Uploads a file into the form of the project.

Searches (8)

Look up existing records

  • List project answers — Lists the answers of a given project part version of a given project.
  • List project files (document manager) — Lists files uploaded in the “document manager" of the project.
  • List project files (form) — Lists files uploaded through the form into a project.
  • List project internal extra fields — Lists internal extra fields of a project.
  • List project part versions — Lists all part versions of a project.
Show 3 more searches
  • List project statuses — Lists all available project statuses
  • List project tasks — Lists all tasks of a project.
  • List projects — Lists all projects. Optionally filters by form, form part, project owner, project status.

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