
When this happens...
New Lead
Automatically do this!
Update Contact
Create Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
Triggers when a contact is created or Updated.
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in odoo crm.
Update contact in Sendme.
Create contact in Sendme

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Odoo and Sendme accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Sendme (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Sendme. This includes choosing which data fields go into which fields of Sendme, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Sendme 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 Sendme. 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 MoreSendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
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