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- No-code AI automation
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- Easy visual workflow builder
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Airtable
Databases
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Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Project
Triggers when a new project is created.
Try ItTriggerPolling - Project NameRequired
- Program IDRequired
- Company IDRequired
- Stage IDRequired
- First NameRequired
- Last NameRequired
- CityRequired
- StateRequired
- ZipRequired
- House NumberRequired
- StreetRequired
- AssigneeRequired
- Template ID
ActionWrite- Project IDRequired
- File NameRequired
ActionSearch
- Project IDRequired
Try ItTriggerPolling- File URLRequired
- File NameRequired
ActionWrite- Stage ID
ActionSearch
For builders
Let your AI safely access OptiMiser
Go beyond Zap workflows. Install Zapier in your AI to call OptiMiser actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in OptiMiser from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose OptiMiser actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a OptiMiser connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "optimiser", owner: "me" });
await zapier.runAction({
app: 'optimiser',
action: 'create_project',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
OptiMiser Help & Support
Common questions
Related categories