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Optimy - Create PDF, Word, Excel Documents
Optimy connects with Documentero to turn project data into ready-to-use documents. When a new project is created or updated in Optimy, the details can be sent to Documentero to produce files like proposals, reports, or spreadsheets. The integration works through API or Make, giving teams a reliable way to generate standard documents directly from project events.
Optimy
Documentero
Triggers
Generic event — New project, updated project, etc.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Optimy using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Optimy using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate project proposals from Optimy data in Documentero
Create PDF reports from updated Optimy projects
Export Optimy project budgets into Excel files with Documentero
Generate donor acknowledgment letters from Optimy project events
Produce final project documentation from Optimy into PDF format
Create custom project evaluation forms from Optimy data
Export Optimy project milestones into formatted Word reports
Generate annual funding reports from Optimy project updates
Create compliance-ready documents from Optimy project records
Automatically generate stakeholder briefing documents from Optimy projects
How you can use Optimy + Documentero
Generate project proposals
When a new project is added in Optimy, Documentero can create a proposal document in .docx or .pdf format using a predefined template.
Update progress reports
Each time a project is updated in Optimy, Documentero can generate a progress report with the latest information.
Create financial summaries
Send Optimy project budget data to Documentero to automatically produce .xlsx financial summaries.
Produce donor reports
Use Documentero to generate formatted donor reports from Optimy project details for stakeholders.
Archive project records
Automatically create a final PDF record of completed projects in Optimy and store it for compliance or internal use.
Setup Guides
Make Tutorial: Integrate Optimy with Documentero
- Create a new scenario in Make.
- Add Optimy to the scenario and choose one of the triggers (Generic event). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Optimy trigger.
- Run or schedule your scenario and verify the output.
