Connect Odoo and workboard to Build Intelligent Automations

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Odoo

When this happens...

Choose an Action

workboard

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Enable Integrations or automations with these events of Odoo and workboard

Enable Integrations or automations with these events of Odoo and workboard

Triggers

New Lead

New Lead

Triggers when a new lead is created.

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Actions

Create Lead

Create Lead

Create a new lead in odoo crm.

Request a new Action for Odoo

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Frequently Asked Questions

How do I start an integration between Odoo and workboard?

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

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

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

How often does the data sync between Odoo and workboard?

The data sync between Odoo and workboard 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 workboard?

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 workboard?

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

About workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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