Connect DocsBot and Odoo
Integrate DocsBot with Odoo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Ask Question in Docsbot when When a contact is created or updated in Odoo
Create Web Source in Docsbot when When a contact is created or updated in Odoo
Ask Question in Docsbot when Opportunity created or updated in Odoo
Create Web Source in Docsbot when Opportunity created or updated in Odoo
Ask Question in Docsbot when Lead created or updated in Odoo
Popular DocsBot + Odoo flows
Start from a real workflow other teams are already running.
Choose a trigger
DocsBot
When this happens...
- Request a new Trigger for DocsBot
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
Ask Question in Docsbot when When a contact is created or updated in Odoo
Use this flowCreate Web Source in Docsbot when When a contact is created or updated in Odoo
Use this flowAsk Question in Docsbot when Opportunity created or updated in Odoo
Use this flowCreate Web Source in Docsbot when Opportunity created or updated in Odoo
Use this flowAsk Question in Docsbot when Lead created or updated in Odoo
Use this flowCreate Web Source in Docsbot when Lead created or updated in Odoo
Use this flowAsk Question in Docsbot when When a helpdesk ticket is created or updated in Odoo
Use this flowCreate Web Source in Docsbot when When a helpdesk ticket is created or updated in Odoo
Use this flowAsk Question in Docsbot when When an invoice is created in Odoo
Use this flowCreate Web Source in Docsbot when When an invoice is created in Odoo
Use this flowSupported Triggers & Actions
Everything you can automate between DocsBot and Odoo.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
When an invoice is paid
Runs the workflow automatically whenever an invoice is marked as paid in your account.
Do thisActions
Action is the task that follows automatically within your DocsBot integrations.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
Create Sales Opportunity
Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.
Add New Lead
Generate a new lead in your Odoo CRM system.
Update Contact
Update an existing contact's information and return the updated details.
Get Leads
Retrieve leads from Odoo—search by ID, email, or name, or list leads using filters, sorting, and pagination.
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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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 DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn more
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 DocsBot 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 DocsBot 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 DocsBot triggers actions in Odoo, and a separate workflow where Odoo triggers actions in DocsBot. 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 DocsBot and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DocsBot 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.
