Odoo CRM + Wello Solutions

Odoo CRM + Wello Solutions integrations

Create companies and contacts in Wello Solutions from new leads in Odoo CRM

After creating new contacts and companies in Odoo CRM, this integration automatically sends them directly to Wello Solutions. This automation allows you to directly create the company and link the contact to it Odyssee.

When this happens...
New LeadTriggers on a new lead.
TriggerPolling
automatically do this...
Create or Update CompanyAllows you to Create or update an existing company (account) on your domain.
ActionWrite
then do this!
Create or Update ContactCreate or update contact and link it to the company/account.
ActionWrite

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More things you can do with Odoo CRM and Wello Solutions

Discover other triggers and actions you can use with Odoo CRM and Wello Solutions

New Lead
Triggers on a new lead.
Trigger
Polling
Try It
New Contact
Triggers when the customer request all contact list.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- First Name
- Last Name
  Required
- Company
  Required
- phone
- email
  Required
Action
Write

- Company
  Required
- Task Type
- Task Priority
  Required
- Task subject
  Required
- Task Description
  Required
Action
Write
- Name
  Required
- Organization
  Required
- Service area
  Required
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write

- email
Action
Search
- Email
Action
Search

Create Lead
Creates a lead.
Action
Write
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Polling
Try It
- Category
- Article code
  Required
- name
  Required
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- Name
  Required
- Company Name
  Required
- Street
- City
- Country
Action
Write
- Task Activity
- Task Id
  Required
- User
  Required
- Contact
  Required
- Subject
  Required
- Description
Action
Write
- Company
  Required
Action
Search
- Contact Id
  Required
Action
Search
- email
  Required
- First Name
- Last Name
  Required
- Company
  Required
- phone
Action
Search or write

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)

Similar apps

Podio

Project Management

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About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

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Related categories

Product Management