Connect Odoo and Whautomate to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

Whautomate

Automatically do this!

Ready to use Odoo and Whautomate automations

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 Client

New Client

Triggers when a new client is created in whautomate

New Contact

New Contact

Triggers when a new contact is created

New Appointment Scheduled

New Appointment Scheduled

Triggers when a new appointment is scheduled

Appointment Cancelled

Appointment Cancelled

Triggers when the appointment is cancelled

Appointment Reschedule

Appointment Reschedule

Triggers when an existing appointment is reschedule

Do thisActions

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

Create Lead

Create Lead

Create a new lead in Odoo CRM.

Assign Tags to Client

Assign Tags to Client

Assigns Tag(s) to an existing Client in Whautomate.

Create Client

Create Client

Creates a new Client in Whautomate.

Search Contact

Search Contact

Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.

Create Appointment

Create Appointment

Creates an Appointment in Whautomate.

Assign Tags to Contact

Assign Tags to Contact

Assigns Tag(s) to an existing contact in Whautomate.

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Frequently Asked Questions

How do I start an integration between Odoo and Whautomate?

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

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

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

How often does the data sync between Odoo and Whautomate?

The data sync between Odoo and Whautomate 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 Whautomate?

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 Whautomate?

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

About Whautomate

Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.

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