Third Party Integrations

Optible works as an AI assessment layer that plugs into your existing grant management tools. Instead of replacing your current system, Optible connects to it to automate application reviews, validate eligibility, and generate assessment scores automatically.

What Optible integrations do

When you connect Optible to a tool like Salesforce, SmartyGrants, or Airtable, here's what happens:

• Grant applications flow in from your connected platform

• Optible assesses them automatically using AI to validate compliance, check eligibility, and score applications

• Results flow back into your original system so your team can make decisions faster

You keep using the tools you already know. Optible just adds intelligent assessment on top.

Where to find integrations

In Optible, go to Settings > Integrations. This page shows:

• All available integrations you can connect

• Which integrations you're currently using

• Connection status for each one

• Options to manage or disconnect

How to connect an integration

The process is the same for most integrations:

1. Go to Settings > Integrations

2. Find the tool you want to connect and click Connect

3. You'll be taken to that platform (Salesforce, SmartyGrants, etc.) to authorise Optible

4. After you approve access, you'll be sent back to Optible to confirm the connection

5. The integration is now active

Most integrations use OAuth, which means Optible can access what it needs without storing your passwords.

Available integrations

Salesforce

Optible integrates with Salesforce CRM to bring AI assessment directly into your customer and grant application records. Assessment results, eligibility checks, and scoring appear in your Salesforce interface so your team has all the information they need.

Salesforce Grantmaking

If you use the Salesforce Grantmaking managed package, Optible works with that system separately. This integration is built for organisations using Salesforce's dedicated grantmaking tools.

SmartyGrants

Connect applications submitted through SmartyGrants directly to Optible for automated assessment. Assessment results flow back into SmartyGrants so your team can review scores and recommendations without leaving the platform.

Airtable

Use Optible to automatically validate, score, and enrich your Airtable grant records. Perfect if you manage applications in Airtable and want AI assessment without switching platforms.

JotForms

Capture responses from JotForms grant application forms and send them to Optible for instant assessment. Validation and compliance checks happen automatically from the moment a form is submitted.

Cognito Forms

Connect your Cognito Forms applications to Optible for intelligent assessment. Forms are validated and assessed automatically, with results available immediately.

Coming soon

We're working on integrations for:

- Microsoft Dynamics 365 — Grant management with AI assessment

- Blackbaud — AI-powered grant intelligence for nonprofits

Managing your integrations

Once you've connected an integration, you can:

- View connection status — See if the integration is active and when it last synced

- Disconnect — Click the menu and select Disconnect to stop the integration (data won't be deleted, but Optible will no longer assess new applications from that source)

- Re-authorise — If a connection expires or needs updating, you can re-authorise by clicking Connect again

Request a new integration

Don't see your tool listed? We're always adding new integrations based on what our users need.

To request an integration email us at support@optible.ai