Connect Odoo and Simplifi by Quicken to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Choose an Action
Automatically do this!
- Request a new Action for Simplifi by Quicken
Enable Integrations or automations with these events of Odoo and Simplifi by Quicken
Enable Integrations or automations with these events of Odoo and Simplifi by Quicken
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 Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Simplifi by Quicken 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 Simplifi by Quicken. 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 Simplifi by Quicken
Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
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