Connect Odoo and SigFig to Build Intelligent Automations
Enable Integrations or automations with these events of Odoo and SigFig
Enable Integrations or automations with these events of Odoo and SigFig
Triggers
New Lead
Runs when new lead is created
Actions
Create Lead
Create a new lead in Odoo CRM.
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Frequently Asked Questions
To start, connect both your Odoo and SigFig accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in SigFig (or vice versa).
Absolutely. You can customize how Odoo data is recorded in SigFig. This includes choosing which data fields go into which fields of SigFig, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and SigFig 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 SigFig. 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.
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 SigFig
SigFig is a digital wealth management platform that provides investment advisory services. It offers portfolio management, financial planning, and investment tracking tools to help users optimize their investment strategies and achieve their financial goals.
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