Connect Odoo and nextagency to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

nextagency

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Enable Integrations or automations with these events of Odoo and nextagency

Enable Integrations or automations with these events of Odoo and nextagency

Triggers

New Lead

New Lead

Triggers when a new lead is created.

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Actions

Create Lead

Create Lead

Create a new lead in odoo crm.

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Frequently Asked Questions

How do I start an integration between Odoo and nextagency?

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

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

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

How often does the data sync between Odoo and nextagency?

The data sync between Odoo and nextagency 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 nextagency?

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 nextagency?

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

About nextagency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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