Third Party Integrations
Optible plugs into the grant management tools you already use. Rather than replacing your current system, it connects to it, assesses the applications that arrive, and sends the results back.
What Optible integrations do
When you connect Optible to a tool like Salesforce, SmartyGrants or Box:
Grant applications flow in from your connected platform
Optible assesses them, validating compliance, checking eligibility and scoring against your criteria
Results flow back into your original system so your team can make decisions faster
You keep using the tools you already know. Optible adds the assessment on top. If your platform is not on the list, your own API is a supported route in both directions.
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:
Go to Settings > Integrations
Find the tool you want to connect and click Connect
You'll be taken to that platform (Salesforce, SmartyGrants, etc.) to authorise Optible
After you approve access, you'll be sent back to Optible to confirm the connection
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 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.
Cognito Forms
Connect your Cognito Forms applications to Optible for intelligent assessment. Forms are validated and assessed automatically, with results available immediately.
Box
Box works differently from the others, because a folder of files is not a form submission. Connect a Box account and each folder becomes an Optible application, with the files inside it becoming attachments for assessment.
Because the files arrive as a folder rather than as answers to named questions, Box has a few extras:
Attachment routing rules file each incoming document against the right form question, based on its name or folder path.
Manual re-sync lets you pull the latest files immediately instead of waiting for the next scheduled sync, either for the whole connection or for one application.
Folder links are created in both directions, so you can jump from an application to its Box folder and back again.
Write-back puts the generated application document into a subfolder of the same Box folder once assessment is done.
Your own API, in and out
Your own system is a supported route in both directions, whether or not it appears on this list. Optible does not need your data in a particular shape: send applications in whatever structure your system already uses, and Optible writes results back into the fields you nominate.
See Connecting Optible to Any System for how the two directions work and what we need in order to scope it.
Coming soon
We're working on integrations for:
- Airtable — Validate, score, and enrich grant records managed in Airtable
- JotForms — Send JotForms submissions to Optible for instant assessment
- Microsoft Dynamics 365 — Grant management with Optible assessment built in
- Blackbaud — Optible assessment 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