Connect Odoo and Yoobi Software to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

Yoobi Software

Automatically do this!

Enable Integrations or automations with these events of Odoo and Yoobi Software

Enable Integrations or automations with these events of Odoo and Yoobi Software

Triggers

New Lead

New Lead

Triggers when a new lead is created.

Request a new Trigger for Odoo

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 Yoobi Software?

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

Can we customize how data from Odoo is recorded in Yoobi Software?

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

How often does the data sync between Odoo and Yoobi Software?

The data sync between Odoo and Yoobi Software 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 Yoobi Software?

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 Yoobi Software?

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

About Yoobi Software

Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.

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