Connect Odoo and Planable
Integrate Odoo with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Post in Planable when When a contact is created or updated in Odoo
Add Comment to Post on Planable when When a contact is created or updated in Odoo
Update Post in Planable when When a contact is created or updated in Odoo
Create Campaign in Planable when When a contact is created or updated in Odoo
Update Campaign in Planable when When a contact is created or updated in Odoo
Popular Odoo + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
Odoo
When this happens...
When a contact is created or updated
Opportunity created or updated
Lead created or updated
When a helpdesk ticket is created or updated
When an invoice is created
When an invoice is paid
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Post in Planable when When a contact is created or updated in Odoo
Use this flowAdd Comment to Post on Planable when When a contact is created or updated in Odoo
Use this flowUpdate Post in Planable when When a contact is created or updated in Odoo
Use this flowCreate Campaign in Planable when When a contact is created or updated in Odoo
Use this flowUpdate Campaign in Planable when When a contact is created or updated in Odoo
Use this flowView Campaign Details in Planable when When a contact is created or updated in Odoo
Use this flowList Campaigns from Planable when When a contact is created or updated in Odoo
Use this flowFind Post By ID in Planable when When a contact is created or updated in Odoo
Use this flowList Posts from Planable when When a contact is created or updated in Odoo
Use this flowGet Post Comments from Planable when When a contact is created or updated in Odoo
Use this flowSupported Triggers & Actions
Everything you can automate between Odoo and Planable.
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.
Update Contact
Update an existing contact's information and return the updated details.
Get Leads
Retrieve leads from Odoo—search by ID, email, or name, or list leads using filters, sorting, and pagination.
Update Opportunity
Find an opportunity by ID, email, or title, update the selected fields, and return the updated record.
Find Opportunities
Find CRM opportunities using filters or by ID, name, or email and retrieve their details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Odoo and Planable accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Odoo and Planable as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planable. No coding required.
Yes. You can set up a workflow where Odoo triggers actions in Planable, and a separate workflow where Planable triggers actions in Odoo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Odoo and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Odoo and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
