Moloni + Odoo CRM

Moloni + Odoo CRM integrations

Create new leads in Odoo CRM for new clients in Moloni

Engage your new clients faster with this streamlined workflow. Once a new client is added in Moloni, a lead is instantly created in Odoo CRM. This automation ensures you stay connected with your clients from the very onset and facilitates efficient customer relationship management in your business processes.

When this happens...
New ClientTriggers when a new client is created in Moloni
TriggerPolling
automatically do this!
Create LeadTriggers on a new lead.
ActionWrite

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More things you can do with Moloni and Odoo CRM

Discover other triggers and actions you can use with Moloni and Odoo CRM

- Company
  Required
- Customer
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Product Category
  Required
- Product Name
  Required
- Price
- Reference
- Has Stock
  Required
- Exemption Reason
- Measurement Unit
  Required
Action
Write

- Company
  Required
- Client Number
  Required
- VAT Number
- Name
- Address
- City
- Zip Code
- Email
- Website
- Phone
- Fax
- Discount
Action
Write
- Company
  Required
- Customer ID
  Required
- Name
- Vat Number
- Address
- Zip Code
- City
Action
Search or write

Create Lead
Creates a lead.
Action
Write

- Company
  Required
- Customer
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Name
- Vat Number
- Address
- Zip Code
- City
Action
Write
- Company
  Required
- Email
  Required
- Document ID
  Required
- Name
  Required
Action
Write
- Company
  Required
- Customer ID
  Required
Action
Search
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

About Moloni

Moloni is an online invoicing software, that allows each entrepreneur to effectively control business, automate billing, deliver documents quickly and intuitively.

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Related categories

Accounting

About Odoo CRM

Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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Related categories

CRM (Customer Relationship Management)

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