Connect Extracta.ai and Odoo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Extracta.ai
Choose an Action
Automatically do this!
Create Lead
Ready to use Extracta.ai and Odoo automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Extracta.ai integrations.
Create extraction
Create a new extraction that pulls the specified data fields from your documents.
Update extraction
Update an extraction's name, description, language, processing options, or the data it extracts.
View extraction
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete extraction
Permanently deletes an entire extraction, a specific batch, or a single file inside a batch.
Create Lead
Create a new lead in odoo crm.
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Frequently Asked Questions
To start, connect both your Extracta.ai and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in Odoo (or vice versa).
Absolutely. You can customize how Extracta.ai 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 Extracta.ai 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 Extracta.ai 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.
About Extracta.ai
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
Learn MoreAbout 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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