Connect Odoo and Workflowy to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

Workflowy

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

Request a new Trigger for Odoo

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 Node

Create Node

Creates a new node to perform a specific task or store data within the workflow.

Update a Node

Update a Node

Updates the specified node by setting the values of the parameters passed.

Request a new Action for Odoo

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Frequently Asked Questions

How do I start an integration between Odoo and Workflowy?

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

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

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

How often does the data sync between Odoo and Workflowy?

The data sync between Odoo and Workflowy 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 Workflowy?

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 Workflowy?

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

About Workflowy

Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.

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