Connect Copper and Odoo to Build Intelligent Automations

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Copper

When this happens...

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Odoo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new Company is created in Copper.

New Person

New Person

Triggers when a new Person is created in Copper.

New Opportunity

New Opportunity

Triggers when a new Opportunity is created in Copper.

New Lead

New Lead

Triggers when a new Lead is created in Copper.

New Project

New Project

Triggers when a new project is created in Copper.

New Task

New Task

Triggers when a new task is created in Copper.

Do thisActions

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

Create Project

Create Project

Creates a new project

Create Person

Create Person

Creates a new person

Update Person

Update Person

Updates an existing person

Create Company

Create Company

Creates a new company

Search Company

Search Company

Searches an existing company in copper

Search for a Project

Search for a Project

Searches an existing project in copper

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Frequently Asked Questions

How do I start an integration between Copper and Odoo?

To start, connect both your Copper and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in Copper triggers actions in Odoo (or vice versa).

Can we customize how data from Copper is recorded in Odoo?

Absolutely. You can customize how Copper data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Copper and Odoo?

The data sync between Copper and Odoo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Copper to Odoo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Copper and Odoo?

Yes, you can set conditional logic to control the flow of data between Copper and Odoo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Copper

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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Odoo

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.

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