
When this happens...
New Lead
New or Updated Helpdesk Ticket

Automatically do this!
Create Document From Text
Add or replace text in Google Doc
Create Document From Template
Get Document Content
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Triggers when the ticket in helpdesk is created or updated with a particular status
Runs when a new Google Docs document is created within the chosen time window.
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Retrieve title and plain text

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To start, connect both your Odoo and Google Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Google Docs (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Google Docs. This includes choosing which data fields go into which fields of Google Docs, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Google Docs 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 Google Docs. 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 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 MoreGoogle Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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