Connect Odoo and TemplateDocs to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New or Updated Helpdesk Ticket
Choose an Action
Automatically do this!
Generate Document from Template
Get Template File URL
Update Template Name And Warnings
List or Search Templates
Ready to use Odoo and TemplateDocs automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when new lead is created
New or Updated Helpdesk Ticket
Triggers when the ticket in helpdesk is created or updated with a particular status
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in Odoo CRM.
Generate Document from Template
Create document from template
Get Template File URL
Get template's public URL
Update Template Name And Warnings
Update name and warning option
List or Search Templates
List or search templates
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Frequently Asked Questions
To start, connect both your Odoo and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Odoo data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and TemplateDocs 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 TemplateDocs. 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 TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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