Enable Integrations or automations with these events of Odoo and Tactful UCX
Triggers when a new lead is created.
Create a new lead in odoo crm.
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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 Tactful UCX accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Tactful UCX (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Tactful UCX. This includes choosing which data fields go into which fields of Tactful UCX, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Tactful UCX 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 Tactful UCX. 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 MoreTactful Unified Cognitive Customer Experience Platform is the next generation omnichannel customer experience technology that helps your business achieve the best results across touchpoints using AI and data centric approach.
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