Connect Dovetail and openerp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
- Request a new Action for openerp
Enable Integrations or automations with these events of Dovetail and openerp
Enable Integrations or automations with these events of Dovetail and openerp
Triggers
New Project
Triggers when a new project is created
New Insight
Actions
Create Note
Create Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
List Insights
List of insights associated with a workspace.
List Contacts
List of contacts within a workspace.
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Frequently Asked Questions
To start, connect both your Dovetail and openerp accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in openerp (or vice versa).
Absolutely. You can customize how Dovetail 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.
The data sync between Dovetail and openerp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dovetail 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.
About Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn MoreAbout 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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