Full list

Supported Triggers & Actions

Everything you can automate between Callingly and Odoo.

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

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.

Do thisActions

Action is the task that follows automatically within your Callingly integrations.

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

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.

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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Integrations Callingly
Callingly + Odoo
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About Callingly

Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.

Learn more

Frequently Asked Questions

How do I connect Callingly and Odoo?

Sign up for a free viaSocket account, then authorize both your Callingly 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 Callingly 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 Callingly 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 Callingly triggers actions in Odoo, and a separate workflow where Odoo triggers actions in Callingly. 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 Callingly 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 Callingly 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.