Connect Odoo and projectworks to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

projectworks

Automatically do this!

Enable Integrations or automations with these events of Odoo and projectworks

Enable Integrations or automations with these events of Odoo and projectworks

Triggers

New Lead

New Lead

Runs when 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 projectworks?

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

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

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

How often does the data sync between Odoo and projectworks?

The data sync between Odoo and projectworks 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 projectworks?

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 projectworks?

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

About projectworks

Projectworks is an intelligent business management software for your entire professional services company.

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