Connect PDFMonkey and Odoo
Integrate PDFMonkey with Odoo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Sales Opportunity in Odoo when New PDF Generated Successfully from PDFMonkey
Add New Lead to Odoo when New PDF Generated Successfully from PDFMonkey
Update Contact in Odoo when New PDF Generated Successfully from PDFMonkey
Get Leads from Odoo when New PDF Generated Successfully from PDFMonkey
Update Opportunity in Odoo when New PDF Generated Successfully from PDFMonkey
Popular PDFMonkey + Odoo flows
Start from a real workflow other teams are already running.
Choose a trigger
PDFMonkey
When this happens...
New PDF Generated Successfully
Choose an action
Odoo
Automatically do this!
Create Sales Opportunity
Add New Lead
Update Contact
Get Leads
Update Opportunity
Find Opportunities
Create Contact
Update Lead
Find Contacts
Create Helpdesk Ticket
Mark an Opportunity as Won
Mark Opportunity as Lost
Delete Contact
Delete Opportunity
Delete Lead
Create Sales Opportunity in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowAdd New Lead to Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowUpdate Contact in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowGet Leads from Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowUpdate Opportunity in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowFind Opportunities in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowCreate Contact in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowUpdate Lead in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowFind Contacts in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowCreate Helpdesk Ticket in Odoo when New PDF Generated Successfully from PDFMonkey
Use this flowSupported Triggers & Actions
Everything you can automate between PDFMonkey and Odoo.
When this happensTriggers
A trigger is an event that starts a workflow.
New PDF Generated Successfully
Triggered when a new PDF document is successfully generated.
When a contact is created or updated
Runs the workflow automatically whenever a contact is created or updated in Odoo.
Opportunity created or updated
Runs the workflow automatically whenever an opportunity is created or updated in Odoo.
Lead created or updated
Triggers when a lead is created or updated in your Odoo CRM.
When a helpdesk ticket is created or updated
Runs the workflow automatically whenever a helpdesk ticket is created or updated with the specified status.
When an invoice is created
Runs the workflow automatically whenever an invoice or refund is created or updated in Odoo.
Do thisActions
Action is the task that follows automatically within your PDFMonkey integrations.
Generate Document
Creates a new PDF document from a template using provided data.
Delete Document
Deletes a Document.
Find Document
Gets detailes of document by its ID.
Create Sales Opportunity
Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.
Add New Lead
Generate a new lead in your Odoo CRM system.
Update Contact
Update an existing contact's information and return the updated details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About PDFMonkey
PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PDFMonkey and Odoo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between PDFMonkey and Odoo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Odoo. No coding required.
Yes. You can set up a workflow where PDFMonkey triggers actions in Odoo, and a separate workflow where Odoo triggers actions in PDFMonkey. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between PDFMonkey and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PDFMonkey and Odoo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
