Connect Autotask and Odoo CRM to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Autotask with Odoo CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from Autotask.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Autotask and Odoo CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Help_text
Try ItTriggerInstant- Help_text
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is found.
Try ItTriggerPolling - Company
Try ItTriggerPolling
- Company
- Assigned To Resource ID
Try ItTriggerPolling- New Contact
Triggers when a new contact is found.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant- New Project
Triggers when a new Project is found.
Try ItTriggerPolling
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Connect Autotask and Odoo CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Autotask + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Odoo CRM
How can I trigger an action in Odoo CRM when a task in Autotask is updated?
To trigger an action in Odoo CRM when a task is updated in Autotask, you need to set up a Zap with a specific trigger related to task updates in Autotask. We can monitor changes such as modifications to the task status or priority. When these changes are detected, our integration will execute predefined actions such as creating or updating records in Odoo CRM.
Is it possible to create new contacts in Odoo CRM from new companies added in Autotask?
Yes, it's possible to set up an automation that triggers when a new company is added in Autotask, leading to automatic creation of the corresponding contact information in Odoo CRM. This ensures seamless data entry and avoids duplicate entries across platforms.
What actions can be performed in Autotask based on events from Odoo CRM?
When an event occurs in Odoo CRM, such as the closing of a deal or update of customer details, we can perform various actions within Autotask. These might include updating existing service tickets, creating new client accounts, or logging new tasks for follow-up activities.
Can I synchronize customer information between Autotask and Odoo CRM automatically?
Absolutely, by employing bi-directional triggers and actions between Autotask and Odoo CRM, customer information synchronization becomes automated. Whenever there are updates on either platform regarding customer details, those changes reflect immediately on the other platform as well.
How do I ensure that sales orders from Odoo are visible within my Autotask environment?
By configuring specific triggers for sales orders created or modified within Odoo CRM, we enable these records to be pushed to your Autotask environment automatically. You simply need to define the parameters around what constitutes 'visibility,' like new order creation or changes above certain thresholds.
Is there support for handling project updates across both platforms?
Yes, project management features from both systems can be linked so that whenever changes occur—be it milestones reached or tasks completed—they trigger corresponding updates across either system thanks to our integration setup capabilities.
Are there any limitations on the types of data that can be shared between Autotask and Odoo?
Generally speaking, most standard fields such as contacts, projects, tasks, and orders can be shared between the two platforms with our integration solutions. However, some custom fields might require specific mapping configurations due to how each platform handles data.
