Connect Odoo and DocuSeal
Integrate Odoo with DocuSeal to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Template from HTML in DocuSeal when When a contact is created or updated in Odoo
Clone Template in Docuseal when When a contact is created or updated in Odoo
Archive Template in Docuseal when When a contact is created or updated in Odoo
Update Template in Docuseal when When a contact is created or updated in Odoo
Create a submission in Docuseal when When a contact is created or updated in Odoo
Popular Odoo + DocuSeal 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
DocuSeal
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Create Template from HTML in DocuSeal when When a contact is created or updated in Odoo
Use this flowClone Template in Docuseal when When a contact is created or updated in Odoo
Use this flowArchive Template in Docuseal when When a contact is created or updated in Odoo
Use this flowUpdate Template in Docuseal when When a contact is created or updated in Odoo
Use this flowCreate a submission in Docuseal when When a contact is created or updated in Odoo
Use this flowList all submitters in Docuseal when When a contact is created or updated in Odoo
Use this flowFind Submitter by Email in DocuSeal when When a contact is created or updated in Odoo
Use this flowCreate a submission from HTML in Docuseal when When a contact is created or updated in Odoo
Use this flowCreate Template from HTML in DocuSeal when Opportunity created or updated in Odoo
Use this flowClone Template in Docuseal when Opportunity created or updated in Odoo
Use this flowSupported Triggers & Actions
Everything you can automate between Odoo and DocuSeal.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Odoo and DocuSeal free
No credit card required. Set up your first workflow in minutes.
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 DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Odoo and DocuSeal 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 DocuSeal 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 DocuSeal. No coding required.
Yes. You can set up a workflow where Odoo triggers actions in DocuSeal, and a separate workflow where DocuSeal 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 DocuSeal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Odoo and DocuSeal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
