OptiMiser Zapier integrationAutomate OptiMiser with Zapier.
OptiMiser Zapier integration: 2 triggers, 2 actions, 2 searches. Enough to push new retrofit projects and their files into the rest of your tools, or to open a project from a lead that arrived elsewhere. Below: what each step does, what it costs, and what breaks.
Beta app Zapier still marks this integration as beta.
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What the OptiMiser Zapier integration does for you
The integration links your OptiMiser account to Zapier, the tool that runs a Zap for you: an automation made of one trigger (the event that starts it) and one or more actions (what it then does). OptiMiser analyses energy efficiency and electrification projects for homes; Zapier carries those projects and their files to your other apps, and back.
Three results you can build today. A project register that fills itself: New Project starts the Zap and a row lands in your shared spreadsheet. A file archive nobody has to maintain: New Project File watches one project and every new file is copied to cloud storage. A pipeline that opens projects on its own: a lead captured by your website form becomes an OptiMiser project at the Lead stage through Create Project.
What Zapier does not do here matters just as much. Both triggers work by polling, so nothing arrives the second it happens. There is no action to update, move or delete a project: a project changing stage is invisible to Zapier. And the searches offer no find-or-create shortcut. If those gaps block you, compare tools before building; Make vs Zapier is a good place to start, and if the editor itself is new to you, start with the Zapier training. Either way, list the steps your process needs first, then check each one against the six operations below.
Zapier vocabulary in one minute
Eight words come back on every line of this page. Here they are in plain English.
- Zap
- Your automation on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it to happen.
- Action
- The step that does the work once the Zap has started: it writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan allowance is counted in tasks.
- Polling vs instant
- A polling trigger is checked on a timer, Zapier asking for new items. An instant one is reported by the app itself, with no wait.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and stops it otherwise.
- Search step
- A step that finds something that already exists in an app, so the following steps can reuse what it found.
- Connection
- Your app account linked to Zapier once, then reused by every step of every Zap that touches that app.
What it really costs
OptiMiser is not a premium app (one Zapier reserves for paid plans): it works on the free plan, where Zapier labels it beta.
- Trigger checks0 tasks
- Free plan100 tasks per month
- Free plan Zap size2 steps
- Paid plan requiredNo
The trigger never costs a task, and neither does each check Zapier runs. Only an action that succeeds is billed; one that fails is not. The catch is the step count: the free plan allows one trigger and one action. Add a filter, a search or a second action and you have a multi-step Zap, which needs a paid plan. In practice, the free plan covers one OptiMiser trigger feeding one action elsewhere, or one outside trigger running Create Project. Anything richer moves you up a plan.
Connect your OptiMiser account in 3 steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need an OptiMiser account first, plus access to any project you do not own and want the Zap to touch.
- 02
Pick OptiMiser
Type OptiMiser in the search box of the dialog, select it, then click Add connection. A new browser tab then opens on the OptiMiser side, where the rest happens.
- 03
Sign in and grant access
Log in to OptiMiser in that tab and allow Zapier to use the account. The connection is then saved once and every OptiMiser step of every Zap reuses it.
Your first Zap: archive every new project file
GoalEach file added to an OptiMiser project is copied to Google Drive, but only the ones that match your rule.
- 01
Build: pick the trigger
Start a new Zap, choose OptiMiser as the app and New Project File as the event, then select the OptiMiser connection you just created.
- 02
Set the project
Fill in Project ID, the only required field, with the project you want to watch. One Zap follows one single project this way.
- 03
Test the trigger
Run the test: Zapier brings back the three most recent files of that project, so you map the next steps on a real one rather than a blank.
- 04
Add the filter
Add a Filter step from the plus icon and set the field, the rule and the value. Remember the rules are typed: a text rule on a number never passes.
- 05
Add the action and test it
Add Google Drive with Upload File, map the file from the trigger, and test the step to read what came back before going further.
- 06
Publish
Click Publish to switch the Zap on. With the filter it is a multi-step Zap, so a paid plan is needed; drop the filter to stay on the free one.
OptiMiser triggers
2 events start a Zap when something happens in OptiMiser. Zapier checks for them at the interval your plan allows.
New Project
Polling triggerIn Zapier“Triggers when a new project is created.”
Every project created in OptiMiser can start a Zap: the trigger hands the new project to Zapier so the following steps can log it, announce it or copy it to your CRM.
New Project File
Polling triggerIn Zapier“Triggers when a new file is added to a project.”
This trigger keeps an eye on a single project and wakes the Zap when a file is added to it, so that file can be stored, shared or sent on without anyone downloading it by hand.
OptiMiser actions
OptiMiser gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Project
ActionIn Zapier“Creates a new project.”
Opens a new OptiMiser project from data that arrived in another app, with the customer, the address and the person in charge already set.
Get Project File
ActionIn Zapier“Retrieve project file directly.”
Fetches a project file out of OptiMiser so the next step can attach it to an email, drop it in storage or pass it to another app.
OptiMiser searches
2 search steps look for data that already exists in OptiMiser, so a later step can use it.
Searches sit at the bottom of the event list in the editor, under SEARCH. Any of them turns your Zap into a multi-step one, and three settings decide what happens next.
Get Project File URL
SearchIn Zapier“Download a file associated with some project. URLs pointing to this method are included in the response from project_list.”
Looks for one named file inside one project and gives the following steps the address to download it from.
List Projects
SearchIn Zapier“Retrieve data about all projects that the user has permission to access.”
Returns the projects the connected user has permission to access, which is how a Zap reaches a project its trigger never mentioned.
The three settings every search exposes
- Successful if no search results are found?Left on its default, an empty search stops the Zap there and the steps relying on it are skipped. Switched on, the Zap continues empty-handed.
- Create X if it doesn't exist yet?This box turns a search into find-or-create. Zapier lists no find-or-create variant for OptiMiser, so plan a separate Create Project step instead.
- If multiple search results are found?Three ways out when several items match: keep the first one (the default), stop the Zap, or hand all of them to the next steps at once.
When it breaks
Zapier attaches no help article to OptiMiser, so the known failure points are the general ones.
None of these is specific to OptiMiser, yet each one shows up quickly on a project tool. Read them before you publish; the Zapier troubleshooting page is there for the rest.
Old projects never come through
A Zap only reacts to what happens after it is switched on. Projects and files already in OptiMiser are ignored; moving that backlog is a separate job.A Zap that feeds itself
A Zap on New Project that runs Create Project in the same account sets itself off again and again, and burns through your task count fast.A bulk import stalls the trigger
When a trigger suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold the Zap back.No duplicates, by design
On a polling trigger Zapier remembers what it has already seen, so the same project or file never starts the Zap twice.
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