
When this happens...
New Lead

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization
Create Deal for a Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Triggers when new activity created.
Check whether the deal status has been updated to **Won**.
Triggers when deal is updated.
Check if an organization has been updated.
Triggers when person is updated.
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.
Update a deal by its id
Get details of a deal by its id

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To start, connect both your Odoo and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Agendor 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 Odoo and Agendor. 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.
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.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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