Full list

Supported Triggers & Actions

Everything you can automate between Base64.ai and Odoo.

When this happensTriggers

A trigger is an event that starts a workflow.

When a contact is created or updated

When a contact is created or updated

Runs the workflow automatically whenever a contact is created or updated in Odoo.

Opportunity created or updated

Opportunity created or updated

Runs the workflow automatically whenever an opportunity is created or updated in Odoo.

Lead created or updated

Lead created or updated

Triggers when a lead is created or updated in your Odoo CRM.

When a helpdesk ticket is created or updated

When a helpdesk ticket is created or updated

Runs the workflow automatically whenever a helpdesk ticket is created or updated with the specified status.

When an invoice is created

When an invoice is created

Runs the workflow automatically whenever an invoice or refund is created or updated in Odoo.

When an invoice is paid

When an invoice is paid

Runs the workflow automatically whenever an invoice is marked as paid in your account.

Request a new Trigger for Base64.ai

Do thisActions

Action is the task that follows automatically within your Base64.ai integrations.

Scan a document by URL

Scan a document by URL

Scans a document that is provided by a URL or Hydrate File. File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).

Scan a Document by Bytes

Scan a Document by Bytes

Scans a document that is provided by a string of bytes (e.g. data:image/png;base64,iVBORw0KGgoAAAANSUhEU...). File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).

Create Sales Opportunity

Create Sales Opportunity

Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.

Add New Lead

Add New Lead

Generate a new lead in your Odoo CRM system.

Update Contact

Update Contact

Update an existing contact's information and return the updated details.

Get Leads

Get Leads

Retrieve leads from Odoo—search by ID, email, or name, or list leads using filters, sorting, and pagination.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Base64.ai and Odoo?

Sign up for a free viaSocket account, then authorize both your Base64.ai and Odoo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Base64.ai and Odoo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Base64.ai to Odoo?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Odoo. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Base64.ai triggers actions in Odoo, and a separate workflow where Odoo triggers actions in Base64.ai. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Base64.ai and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Base64.ai and Odoo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.