Connect Odoo and ITM Platform to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

ITM Platform

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when new lead is created

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 Task

Create Task

Create a task in a project with name, details, type, priority, status, start date and end date

Request a new Action for Odoo

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Frequently Asked Questions

How do I start an integration between Odoo and ITM Platform?

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

Can we customize how data from Odoo is recorded in ITM Platform?

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

How often does the data sync between Odoo and ITM Platform?

The data sync between Odoo and ITM Platform 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 ITM Platform?

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 ITM Platform?

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

About ITM Platform

ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.

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