
When this happens...

Automatically do this!
Create Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
Action is the task that follows automatically within your Wbiztool integrations.
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.
Create a new lead in odoo crm.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Wbiztool and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in Wbiztool triggers actions in Odoo (or vice versa).
Absolutely. You can customize how Wbiztool data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.
The data sync between Wbiztool and Odoo 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 Wbiztool and Odoo. 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.
Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
Learn MoreOdoo 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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