Connect Odoo and Worksy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Choose an Action
Automatically do this!
- Request a new Action for Worksy
Enable Integrations or automations with these events of Odoo and Worksy
Enable Integrations or automations with these events of Odoo and Worksy
Triggers
New Lead
Triggers when a new lead is created.
Actions
Create Lead
Create a new lead in odoo crm.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Odoo and Worksy accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Worksy (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Worksy. This includes choosing which data fields go into which fields of Worksy, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Worksy 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 Worksy. 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 Worksy
Worksy is a comprehensive platform designed to enhance productivity and streamline project management for teams and individuals. It offers a suite of tools to manage tasks, collaborate with team members, and track project progress efficiently.
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