Covve Scan + Odoo ERP Self Hosted

Covve Scan + Odoo ERP Self Hosted integrations

Create new leads/opportunities in Odoo ERP Self Hosted from scanned cards in Covve Scan

Transform your business card scans in the Covve Scan app into actionable leads in your Odoo ERP Self-Hosted platform swiftly and effortlessly. This workflow initiates the moment a card is scanned, efficiently creating a lead or opportunity in your Odoo ERP, providing an instant solution to manual data entry. Use this automated process to streamline your lead management, saving you time and optimizing efficiency.

When this happens...
Scanned CardTriggers when a new card is scanned and saved.
TriggerInstant
automatically do this!
Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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More things you can do with Covve Scan and Odoo ERP Self Hosted

Discover other triggers and actions you can use with Covve Scan and Odoo ERP Self Hosted

Scanned Card
Triggers when a new card is scanned and saved.
Trigger
Instant
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Creates_lead_copy
- Database
  Required
Action
Write

- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write

New Database
Triggers when you add a new database.
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write
- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write

About Covve Scan

Covve Scan is an app that scans and accurately reads business cards using Covve’s AI powered business card reader.

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Related categories

Productivity

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create new records in Odoo ERP Self Hosted from scanned cards in Covve Scan

Related Zap Templates

Create new records in Odoo ERP Self Hosted from scanned cards in Covve Scan