
When this happens...
New Lead
New or Updated Helpdesk Ticket

Automatically do this!
List Organizations
Create Task
List User
List Project
Add Comment to Task
Create Contact
Complete a Task
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Triggers when the ticket in helpdesk is created or updated with a particular status
Triggers when a new contact is added to the organization.
Triggers when a new task is added to the project.
Triggers when a task is marked completed.
Triggers when a comment is added on task .
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Retrieve all the list of organizatons
Creates a new task
Retrieve the list of users
Retrieve list of all projects
Adds a new comment to task

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To start, connect both your Odoo and SmartTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in SmartTask (or vice versa).
Absolutely. You can customize how Odoo data is recorded in SmartTask. This includes choosing which data fields go into which fields of SmartTask, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and SmartTask 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 SmartTask. 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 MoreSmartTask is an online work management tool helping teams streamline their communication and workflows.
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