Connect Odoo and vPlan to Build Intelligent Automations

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Odoo

When this happens...

Choose an Action

vPlan

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when new lead is created

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

New or Changed Comment

New or Changed Comment

Triggers when a new comment is added or changed.

Do thisActions

Action is the task that follows automatically within your Odoo integrations.

Create Lead

Create Lead

Create a new lead in Odoo CRM.

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

Request a new Action for Odoo

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Frequently Asked Questions

How do I start an integration between Odoo and vPlan?

To start, connect both your Odoo and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in vPlan (or vice versa).

Can we customize how data from Odoo is recorded in vPlan?

Absolutely. You can customize how Odoo data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Odoo and vPlan?

The data sync between Odoo and vPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Odoo to vPlan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Odoo and vPlan?

Yes, you can set conditional logic to control the flow of data between Odoo and vPlan. 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

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.

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vPlan

About vPlan

vPlan is a planning tool to plan and track your work.

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