
When this happens...
New Lead
New Client Folder
New Lead Comment
Lead Deleted
New Lead Assigned
New Lead Title or Content Changed
Lead Status Changed
Lead Step Changed
New Unassigned Lead
New Prospect Created
New Default Field Created
Default Field updated
Default Field Deleted
Step Created
Step Updated
Step Deleted
Client Folder Created
Unassigned Lead Created
Prospect Updated
Lead Created
Lead Status Cancelled
Lead Status Standby
Lead Status Changed to Todo
Lead Won
Task Done
Task Standby

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 lead is created
Triggers when a new client folder is created
Triggers when a new lead is comment on
Triggers when a new lead is deleted
Triggers when a lead is assigned or re-assigned to someone
Triggers when a lead title or content changed
Action is the task that follows automatically within your noCRM.io integrations.
Return the list of client folders
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
Change the title of the lead
Change the status of the lead
Change the step of the lead
Add an activity to the lead.

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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 noCRM.io and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in noCRM.io triggers actions in Odoo (or vice versa).
Absolutely. You can customize how noCRM.io 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 noCRM.io 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 noCRM.io 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.
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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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