IntegrationsCrystal Ballopenerp
Crystal Ball + openerp

Connect Crystal Ball and openerp to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

openerp

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and openerp

Enable Integrations or automations with these events of Crystal Ball and openerp

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Request a new Action for Crystal Ball

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Frequently Asked Questions

How do I start an integration between Crystal Ball and openerp?

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

Can we customize how data from Crystal Ball is recorded in openerp?

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

How often does the data sync between Crystal Ball and openerp?

The data sync between Crystal Ball and openerp 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 Crystal Ball to openerp?

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 Crystal Ball and openerp?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and openerp. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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openerp

About openerp

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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