Connect Odoo and Dovetail to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

Dovetail

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Odoo

Do thisActions

Action is the task that follows automatically within your Odoo integrations.

Create Lead

Create Lead

Create a new lead in odoo crm.

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

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Frequently Asked Questions

How do I start an integration between Odoo and Dovetail?

To start, connect both your Odoo and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Dovetail (or vice versa).

Can we customize how data from Odoo is recorded in Dovetail?

Absolutely. You can customize how Odoo data is recorded in Dovetail. This includes choosing which data fields go into which fields of Dovetail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Odoo and Dovetail?

The data sync between Odoo and Dovetail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Odoo to Dovetail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Odoo and Dovetail?

Yes, you can set conditional logic to control the flow of data between Odoo and Dovetail. 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

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.

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Dovetail

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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