
When this happens...
New Task Is Created
Task Is Moved

Automatically do this!
Create Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Task Is Created
Runs when Task Is Moved between columns or swimlanes
Runs when new lead is created
Triggers when the ticket in helpdesk is created or updated with a particular status
Action is the task that follows automatically within your KanbanFlow integrations.
Create a task in a column or swimlane
Create a new lead in Odoo CRM.

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To start, connect both your KanbanFlow and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Odoo (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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.
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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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