Connect Dropbox sign and Odoo to Build Intelligent Automations

Choose a Trigger

Dropbox sign

When this happens...

Choose an Action

Odoo

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

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Do thisActions

Action is the task that follows automatically within your Dropbox sign integrations.

Get User

Get User

Get details of user

Create Lead

Create Lead

Create a new lead in odoo crm.

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Frequently Asked Questions

How do I start an integration between Dropbox sign and Odoo?

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).

Can we customize how data from Dropbox sign is recorded in Odoo?

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.

How often does the data sync between Dropbox sign and Odoo?

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.

Can I filter or transform data before sending it from Dropbox sign 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 Dropbox sign and Odoo?

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

About Dropbox sign

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!

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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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