Connect Copilot and Odoo
Integrate Copilot with Odoo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Copilot + Odoo flows
Start from a real workflow other teams are already running.
Choose a trigger
Copilot
When this happens...
New Client
Choose an action
Odoo
Automatically do this!
Create Sales Opportunity
Add New Lead
Update Contact
Get Leads
Update Opportunity
Find Opportunities
Create Contact
Update Lead
Find Contacts
Create Helpdesk Ticket
Mark an Opportunity as Won
Mark Opportunity as Lost
Delete Contact
Delete Opportunity
Delete Lead
Create Sales Opportunity in Odoo when New Client in Copilot
Use this flowAdd New Lead to Odoo when New Client in Copilot
Use this flowUpdate Contact in Odoo when New Client in Copilot
Use this flowGet Leads from Odoo when New Client in Copilot
Use this flowUpdate Opportunity in Odoo when New Client in Copilot
Use this flowFind Opportunities in Odoo when New Client in Copilot
Use this flowCreate Contact in Odoo when New Client in Copilot
Use this flowUpdate Lead in Odoo when New Client in Copilot
Use this flowFind Contacts in Odoo when New Client in Copilot
Use this flowCreate Helpdesk Ticket in Odoo when New Client in Copilot
Use this flowSupported Triggers & Actions
Everything you can automate between Copilot and Odoo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
When a contact is created or updated
Runs the workflow automatically whenever a contact is created or updated in Odoo.
Opportunity created or updated
Runs the workflow automatically whenever an opportunity is created or updated in Odoo.
Lead created or updated
Triggers when a lead is created or updated in your Odoo CRM.
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
Runs the workflow automatically whenever an invoice or refund is created or updated in Odoo.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
About Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Copilot 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.
Yes. viaSocket uses instant triggers where available, so data moves between Copilot and Odoo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
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.
Yes. You can set up a workflow where Copilot triggers actions in Odoo, and a separate workflow where Odoo triggers actions in Copilot. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Copilot and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copilot 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.
