Connect Odoo and Cognito Forms
Integrate Odoo with Cognito Forms to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when When a contact is created or updated in Odoo
Create form entry in Cognito Forms when When a contact is created or updated in Odoo
Delete entry from Cognito Forms when When a contact is created or updated in Odoo
Get Document from Cognito Forms when When a contact is created or updated in Odoo
Get form entry from Cognito Forms when When a contact is created or updated in Odoo
Popular Odoo + Cognito Forms flows
Start from a real workflow other teams are already running.
Choose a trigger
Odoo
When this happens...
When a contact is created or updated
Opportunity created or updated
Lead created or updated
When a helpdesk ticket is created or updated
When an invoice is created
When an invoice is paid
Choose an action
Cognito Forms
Automatically do this!
List forms
Create form entry
Delete entry
Get Document
Get form entry
List forms in Cognito Forms when When a contact is created or updated in Odoo
Use this flowCreate form entry in Cognito Forms when When a contact is created or updated in Odoo
Use this flowDelete entry from Cognito Forms when When a contact is created or updated in Odoo
Use this flowGet Document from Cognito Forms when When a contact is created or updated in Odoo
Use this flowGet form entry from Cognito Forms when When a contact is created or updated in Odoo
Use this flowList forms in Cognito Forms when Opportunity created or updated in Odoo
Use this flowCreate form entry in Cognito Forms when Opportunity created or updated in Odoo
Use this flowDelete entry from Cognito Forms when Opportunity created or updated in Odoo
Use this flowGet Document from Cognito Forms when Opportunity created or updated in Odoo
Use this flowGet form entry from Cognito Forms when Opportunity created or updated in Odoo
Use this flowSupported Triggers & Actions
Everything you can automate between Odoo and Cognito Forms.
When this happensTriggers
A trigger is an event that starts a workflow.
When a contact is created or updated
Runs the workflow automatically whenever a contact is created or updated in Odoo.
Opportunity created or updated
Runs the workflow automatically whenever an opportunity is created or updated in Odoo.
Lead created or updated
Triggers when a lead is created or updated in your Odoo CRM.
When a helpdesk ticket is created or updated
Runs the workflow automatically whenever a helpdesk ticket is created or updated with the specified status.
When an invoice is created
Runs the workflow automatically whenever an invoice or refund is created or updated in Odoo.
When an invoice is paid
Runs the workflow automatically whenever an invoice is marked as paid in your account.
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Sales Opportunity
Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.
Add New Lead
Generate a new lead in your Odoo CRM system.
Update Contact
Update an existing contact's information and return the updated details.
Get Leads
Retrieve leads from Odoo—search by ID, email, or name, or list leads using filters, sorting, and pagination.
Update Opportunity
Find an opportunity by ID, email, or title, update the selected fields, and return the updated record.
Find Opportunities
Find CRM opportunities using filters or by ID, name, or email and retrieve their details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Odoo and Cognito Forms accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Odoo and Cognito Forms as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cognito Forms. No coding required.
Yes. You can set up a workflow where Odoo triggers actions in Cognito Forms, and a separate workflow where Cognito Forms triggers actions in Odoo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Odoo and Cognito Forms. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Odoo and Cognito Forms integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
