Connect Odoo and Engage to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New or Updated Helpdesk Ticket
Choose an Action
Automatically do this!
Create Customer
Track User Event
List or Find Users
Ready to use Odoo and Engage automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in Odoo CRM.
Create Customer
Adds a new customer to your Engage account.
Track User Event
Record an event on a user's profile in Engage.
List or Find Users
Retrieve users from Engage — get all users or find a specific user by email or user ID.
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Frequently Asked Questions
To start, connect both your Odoo and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Engage (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Engage 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 Engage. 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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