
When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
Action is the task that follows automatically within your Dropbox sign integrations.
Get details of user
Create a new lead in odoo crm.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dropbox sign and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in Dropbox sign triggers actions in Odoo (or vice versa).
Absolutely. You can customize how Dropbox sign 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.
The data sync between Dropbox sign and Odoo 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 Dropbox sign 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.
Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!
Learn MoreOdoo 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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