Connect Plumsail Documents and Odoo
Integrate Plumsail Documents with Odoo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when When a contact is created or updated in Odoo
Protect PDF document in Plumsaildocuments when When a contact is created or updated in Odoo
Compress PDF Document in Plumsaildocuments when When a contact is created or updated in Odoo
Extract text from PDF using Plumsail Documents when When a contact is created or updated in Odoo
Convert Any to PDF in Plumsaildocuments when When a contact is created or updated in Odoo
Popular Plumsail Documents + Odoo flows
Start from a real workflow other teams are already running.
Choose a trigger
Plumsail Documents
When this happens...
- Request a new Trigger for Plumsail Documents
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
Add WaterMark to a Plumsail Document when When a contact is created or updated in Odoo
Use this flowProtect PDF document in Plumsaildocuments when When a contact is created or updated in Odoo
Use this flowCompress PDF Document in Plumsaildocuments when When a contact is created or updated in Odoo
Use this flowExtract text from PDF using Plumsail Documents when When a contact is created or updated in Odoo
Use this flowConvert Any to PDF in Plumsaildocuments when When a contact is created or updated in Odoo
Use this flowConvert Image to PDF using Plumsail Documents when When a contact is created or updated in Odoo
Use this flowMerge DOCX Files in Plumsaildocuments when When a contact is created or updated in Odoo
Use this flowMerge Any Files Into PDF in Plumsaildocuments when When a contact is created or updated in Odoo
Use this flowMerge XLSX Files in Plumsaildocuments when When a contact is created or updated in Odoo
Use this flowConvert PDF to Image in Plumsaildocuments when When a contact is created or updated in Odoo
Use this flowSupported Triggers & Actions
Everything you can automate between Plumsail Documents and Odoo.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
When an invoice is paid
Runs the workflow automatically whenever an invoice is marked as paid in your account.
Do thisActions
Action is the task that follows automatically within your Plumsail Documents integrations.
Add WaterMark
Add a watermark to PDF as text.
Protect PDF document
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF Document
Compress PDF document size if possible and optimize it.
Extract text from PDF
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert Any to PDF
Convert provided file to PDF file.
Convert Image to PDF
This action takes images and converts them to a PDF document.
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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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 Plumsail Documents
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
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 Plumsail Documents 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 Plumsail Documents 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 Plumsail Documents triggers actions in Odoo, and a separate workflow where Odoo triggers actions in Plumsail Documents. 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 Plumsail Documents and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plumsail Documents 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.
