Connect Odoo and Optform to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New or Updated Helpdesk Ticket
Choose an Action
Automatically do this!
- Request a new Action for Optform
Ready to use Odoo and Optform automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when new lead is created
New or Updated Helpdesk Ticket
Triggers when the ticket in helpdesk is created or updated with a particular status
Receives New Form Submission
Runs when a new form submission is received in Optform.
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in Odoo CRM.
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Frequently Asked Questions
To start, connect both your Odoo and Optform accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Optform (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Optform. This includes choosing which data fields go into which fields of Optform, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Optform 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 Optform. 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.
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.
Learn MoreAbout Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
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