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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when new lead is created
Email Delivered
Triggers when an email has been delivered.
Email Processed
Triggers when an email has been processed.
Document Opened
Triggers when a document has been opened.
Document Signed
Triggers when a document has been signed.
Document Completed
Triggers when a document has been completed.
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in Odoo CRM.
Update contact
Updates a contact.
Delete Contact
Delete a current contact.
Create Group
Creates a new group.
Rename Group
Rename a group.
Delete Group
This action deletes a group.
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Frequently Asked Questions
To start, connect both your Odoo and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Signaturit. This includes choosing which data fields go into which fields of Signaturit, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Signaturit 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 Signaturit. 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.
Learn MoreAbout Signaturit
Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
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