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

Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Delete Calendar Event
Send Email
Update Contact
Find Contact
Get User Details
Get All Contact Folders
Get All Messages
Get All Events
Get All Contacts
Get All Mail Folders
Get All Mail Folder Delta
Get all Attachments
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 new contact is created
Triggers when new email is created.
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Create a new contact.
Create a new draft email
Create an event in the specified calendar.
Delete an existing event
Send an email from your Outlook account.

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To start, connect both your Odoo and Microsoft Outlook accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Microsoft Outlook (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Microsoft Outlook. This includes choosing which data fields go into which fields of Microsoft Outlook, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Microsoft Outlook 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 Microsoft Outlook. 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 MoreMicrosoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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