Connect Storydoc and Odoo
Integrate Storydoc with Odoo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Personalized Story Version in Storydoc when When a contact is created or updated in Odoo
List Stories from Storydoc when When a contact is created or updated in Odoo
Get Story Details from Storydoc when When a contact is created or updated in Odoo
Generate a new story from a prompt with Storydoc when When a contact is created or updated in Odoo
Create Personalized Story Version in Storydoc when Opportunity created or updated in Odoo
Popular Storydoc + Odoo flows
Start from a real workflow other teams are already running.
Choose a trigger
Storydoc
When this happens...
- Request a new Trigger for Storydoc
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 Personalized Story Version in Storydoc when When a contact is created or updated in Odoo
Use this flowList Stories from Storydoc when When a contact is created or updated in Odoo
Use this flowGet Story Details from Storydoc when When a contact is created or updated in Odoo
Use this flowGenerate a new story from a prompt with Storydoc when When a contact is created or updated in Odoo
Use this flowCreate Personalized Story Version in Storydoc when Opportunity created or updated in Odoo
Use this flowList Stories from Storydoc when Opportunity created or updated in Odoo
Use this flowGet Story Details from Storydoc when Opportunity created or updated in Odoo
Use this flowGenerate a new story from a prompt with Storydoc when Opportunity created or updated in Odoo
Use this flowCreate Personalized Story Version in Storydoc when Lead created or updated in Odoo
Use this flowList Stories from Storydoc when Lead created or updated in Odoo
Use this flowSupported Triggers & Actions
Everything you can automate between Storydoc 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 Storydoc integrations.
Create Personalized Story Version
Create a personalized version of a story template using recipient, branding, product, and gated-content details, and get its unique shareable link.
List Stories
List stories in your organization, optionally filtering by status (Draft, Live, or Archived).
Get Story Details
Show details for a specific story template, including status, preview link, creation date, and all configured dynamic variables.
Generate a new story from a prompt
Turn a natural-language prompt into a publish-ready, on-brand presentation using brand colors, fonts, and logo from the company website, and return a shareable live URL in 30–90 seconds.
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.
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 Storydoc
Storydoc is an AI-native platform for creating interactive business documents and presentations—think pitch decks, proposals, reports, one-pagers, and more. It combines AI-assisted creation with personalization at scale (from live CRM data), deep engagement analytics, collaboration, and centralized brand control. Teams use Storydoc to replace static PDFs with on-brand, trackable experiences that boost conversions and speed up deal cycles.
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 Storydoc 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 Storydoc 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 Storydoc triggers actions in Odoo, and a separate workflow where Odoo triggers actions in Storydoc. 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 Storydoc and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Storydoc 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.
