Automate Odoo with viaSocket
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Triggers and Actions in Odoo Automations
viaSocket makes it simple to connect Odoo and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
When a contact is created or updated
Runs the workflow automatically whenever a contact is created or updated in Odoo.
Opportunity created or updated
Runs the workflow automatically whenever an opportunity is created or updated in Odoo.
Lead created or updated
Triggers when a lead is created or updated in your Odoo CRM.
When a helpdesk ticket is created or updated
Runs the workflow automatically whenever a helpdesk ticket is created or updated with the specified status.
When an invoice is created
Runs the workflow automatically whenever an invoice or refund is created or updated in Odoo.
When an invoice is paid
Runs the workflow automatically whenever an invoice is marked as paid in your account.
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Sales Opportunity
Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.
Add New Lead
Generate a new lead in your Odoo CRM system.
Create Contact
Create a contact with name, contact details, address, and optional fields, then return the created record.
Real-world use cases of Odoo integrations
See how Odoo integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with Odoo automations
Automate when something happens in Odoo
Login -> Create new flow -> Select trigger -> Search Odoo -> Choose the trigger from the list
Take action in Odoo when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Odoo -> Choose the action from the list
Trigger
Action
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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