
When this happens...
New Lead

Automatically do this!
Create Task
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Create a task in a project with name, details, type, priority, status, start date and end date

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