Connect Odoo and notepm to Build Intelligent Automations

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Odoo

When this happens...

Choose an Action

notepm

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Enable Integrations or automations with these events of Odoo and notepm

Enable Integrations or automations with these events of Odoo and notepm

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 notepm?

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

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

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

How often does the data sync between Odoo and notepm?

The data sync between Odoo and notepm 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 notepm?

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 notepm?

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

About notepm

NotePM is a company wiki that is easy for everyone to use.

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