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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

New Lead

New Lead

Triggers when a new lead is created.

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Do thisActions

Action is the task that follows automatically within your Worksection integrations.

Create Project

Create Project

Adds a new project into your account.

Create Lead

Create Lead

Create a new lead in odoo crm.

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Frequently Asked Questions

How do I start an integration between Worksection and Odoo?

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

Can we customize how data from Worksection is recorded in Odoo?

Absolutely. You can customize how Worksection 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.

How often does the data sync between Worksection and Odoo?

The data sync between Worksection and Odoo 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 Worksection to Odoo?

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 Worksection and Odoo?

Yes, you can set conditional logic to control the flow of data between Worksection 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.

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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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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