
When this happens...
New Document Created1
New Document Created

Automatically do this!
Create Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Microsoft Word document is created.
Triggers when new document is created.
Triggers when a new lead is created.
Action is the task that follows automatically within your Microsoft Word integrations.
Creates a new Microsoft Word document from a template or blank.
Get an all existing document.
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 Microsoft Word and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Odoo (or vice versa).
Absolutely. You can customize how Microsoft Word 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 Microsoft Word 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 Microsoft Word 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.
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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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