
When this happens...
New Lead
New or Updated Helpdesk Ticket

Automatically do this!
Create Crew
Create Picklist
Create Schedule
Create Task
Create Time Tracker
Create Time Off
Create Employee
Update Crew
Update Picklist
Update Schedule
Update Task
Update Employee
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Triggers when the ticket in helpdesk is created or updated with a particular status
Runs when a new task is created in Pro Crew Schedule.
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Create a new crew in ProCrew Schedule.
Create a new picklist in Pro Crew Schedule.
Create a new schedule in Pro Crew Schedule.
Add a new task to the project schedule.
Create a time tracker to record crew hours.

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To start, connect both your Odoo and procrew schedule accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in procrew schedule (or vice versa).
Absolutely. You can customize how Odoo data is recorded in procrew schedule. This includes choosing which data fields go into which fields of procrew schedule, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and procrew schedule 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 procrew schedule. 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 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 MorePro Crew Schedule is an all-in-one construction scheduling software.
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