--- title: Optimy slug: optimy description: How to integrate Optimy with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_optimy.png createdAt: 2025-12-23T04:30:11.995Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/optimy.png" alt="Optimy logo" caption size="50" width="512" height="512"}
| Optimy is a grant, sponsorship, and donation management platform that streamlines project applications, workflows, and reporting. Integrating with Make.com enables automated data handling and process optimization for organizations managing funding and social impact initiatives. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} **Limited documentation** We currently can't provide complete documentation for Optimy because there isn't enough publicly available information about this app. Our AI-powered documentation system relies on comprehensive data from Optimy and public sources to create detailed guides. ::: # Optimy modules You can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a project part version Creates a new version for a specific part, allowing you to track changes and updates easily. ::: :::ExpandableHeading ### Create a project task Creates a new task within a specific project. ::: :::ExpandableHeading ### Create budget allocation Create a new budget allocation for a specific project. ::: :::ExpandableHeading ### Create project internal extra field Adds a custom internal field to a project, allowing you to store additional information specific to your needs. ::: :::ExpandableHeading ### Generic event Triggers when a new project is created or an existing project is updated. ::: :::ExpandableHeading ### Get form Retrieves the details of a specific form. ::: :::ExpandableHeading ### Get project Gets detailed information about a specific project. ::: :::ExpandableHeading ### Get project answer Retrieves the answer for a specific version of a project part within a selected project. ::: :::ExpandableHeading ### Get project file (document manager) Retrieves the file that was uploaded in the specified location. ::: :::ExpandableHeading ### Get project file (form) Retrieves a file that was uploaded via a form and adds it to your project. ::: :::ExpandableHeading ### Get project internal extra field Retrieves a specific internal extra field from a project. ::: :::ExpandableHeading ### List project answers Retrieves all the answers submitted for a specific part and version of a selected project. ::: :::ExpandableHeading ### List project files (document manager) Retrieves a list of all files that have been uploaded to the Document Manager. ::: :::ExpandableHeading ### List project files (form) Displays a list of files that have been uploaded to a project through the form. ::: :::ExpandableHeading ### List project internal extra fields Displays all internal extra fields associated with a specific project. ::: :::ExpandableHeading ### List project part versions Retrieves and displays all the different versions of parts within a specific project. ::: :::ExpandableHeading ### List project statuses Displays a list of all the project statuses you can use. ::: :::ExpandableHeading ### List project tasks Retrieves a complete list of all tasks within a specific project. ::: :::ExpandableHeading ### List projects Retrieves a list of all your projects, with the option to filter them by form, form part, project owner, or project status. ::: :::ExpandableHeading ### Update project status Updates the current status of a selected project. ::: :::ExpandableHeading ### Update project task Updates a specific task within a project, such as changing its details or marking it as completed. ::: :::ExpandableHeading ### Update the project leader Updates or removes the assigned leader (either a user or a team) for a specific project. ::: :::ExpandableHeading ### Upload a project file (document manager) Uploads a file to your selected destination, making it easy to store and access your documents. ::: :::ExpandableHeading ### Upload a project file (form) Uploads a file directly to a specific project's form. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Optimy resources You can have access to more resources related to this app on the following links : - [Join discussions about Optimy on Make community](https://community.make.com/search?q=Optimy) - [Visit Optimy website ](https://www.optimy.com) - [View Optimy API documentation](https://www.optimy.com/platform/api) - [Visit Optimy page on make](https://www.make.com/en/integrations/optimy) # Help us improve this documentation Have experience with Optimy? We'd love to hear from you. If you have insights, use cases, or technical details that could help other users, please consider: - Using the feedback widget at the bottom of the page - Sharing your knowledge in the [Make community](https://community.make.com) Your feedback helps us create better documentation for everyone. *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::