Connect Engage and openerp to Build Intelligent Automations

Choose a Trigger

Engage

When this happens...

Choose an Action

openerp

Automatically do this!

Enable Integrations or automations with these events of Engage and openerp

Enable Integrations or automations with these events of Engage and openerp

Actions

Create New Customer

Create New Customer

Create a new customer.

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List All Customers

List All Customers

List all customers and their details.

Request a new Action for Engage

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Frequently Asked Questions

How do I start an integration between Engage and openerp?

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

Can we customize how data from Engage is recorded in openerp?

Absolutely. You can customize how Engage 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 Engage and openerp?

The data sync between Engage 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 Engage 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 Engage and openerp?

Yes, you can set conditional logic to control the flow of data between Engage 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.

Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

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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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