
When this happens...
New Lead

Automatically do this!
Get all Project
Get all Workspaces
Find Task
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Triggers when a new task is created inside a project.
Triggers when task is updated.
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Get details of all Projects in a Workspace
Get details all workspaces associated with a user.
Find a task inside the workspace and/or project to update the details optionally , create a task if not found.

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To start, connect both your Odoo and Narrato accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Narrato (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Narrato. This includes choosing which data fields go into which fields of Narrato, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Narrato 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 Narrato. 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 MoreNarrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.
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