Connect Odoo and momentifi to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

momentifi

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Enable Integrations or automations with these events of Odoo and momentifi

Enable Integrations or automations with these events of Odoo and momentifi

Triggers

New Lead

New Lead

Triggers when a new lead is created.

Request a new Trigger for Odoo

Actions

Create Lead

Create Lead

Create a new lead in odoo crm.

Request a new Action for Odoo

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Frequently Asked Questions

How do I start an integration between Odoo and momentifi?

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

Can we customize how data from Odoo is recorded in momentifi?

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

How often does the data sync between Odoo and momentifi?

The data sync between Odoo and momentifi 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 momentifi?

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 momentifi?

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

About momentifi

Momentifi Integration with the Momentifi, Relationship Planner or CMPS applications

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