Connect Odoo and cassidy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New or Updated Helpdesk Ticket
Choose an Action
Automatically do this!
- Request a new Action for cassidy
Enable Integrations or automations with these events of Odoo and cassidy
Enable Integrations or automations with these events of Odoo and cassidy
Triggers
New Lead
Runs when new lead is created
New or Updated Helpdesk Ticket
Triggers when the ticket in helpdesk is created or updated with a particular status
Actions
Create Lead
Create a new lead in Odoo CRM.
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Frequently Asked Questions
To start, connect both your Odoo and cassidy accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in cassidy (or vice versa).
Absolutely. You can customize how Odoo data is recorded in cassidy. This includes choosing which data fields go into which fields of cassidy, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and cassidy 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 cassidy. 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 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.
Learn MoreAbout cassidy
Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.
Learn More
