Enable Integrations or automations with these events of Odoo and intaker
Triggers when a new lead is created.
Create a new lead in odoo crm.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Odoo and intaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in intaker (or vice versa).
Absolutely. You can customize how Odoo data is recorded in intaker. This includes choosing which data fields go into which fields of intaker, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and intaker 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 intaker. 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 MoreIntaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
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