Odoo ERP Self Hosted

Odoo ERP Self Hosted Help & Support

What Odoo ERP Self Hosted and Actions are Supported?

Supported Triggers#

  • New Product - Triggers when you add a new Product. You will need to have the ECommerce module installed.
  • New Project Task - Triggers when you add a new Project Task. You will need to have the Project module installed.
  • New Lead/Opportunity - Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
  • New Database - Triggers when you add a new database.
  • New Note - Triggers when you add a new Note. You will need to have the Note module installed.
  • New Record - Triggers when a new record is added in a model (choose any model you have installed).
  • New User - Triggers when you add a new User. You will need to have the Users module installed.
  • New Module - Triggers when you add a new model.
  • New Calendar Todo - Triggers when you add a new Calendar Todo. You will need to have the Calendar module installed.
  • New Calendar Event - Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

Supported Searches#

  • None yet!

Supported Actions#

  • Create Product - Create a new Product.
  • Create Project Task - Create a new Project Task.
  • Create Lead/Opportunity - Create a new Lead/Opportunity.
  • Create Note - Create a new Note.
  • Create Record - Create a new record in a model of your choice.
  • Create User - Create a new User.
  • Create Calendar Todo - Create a new Calendar Todo.
  • Create Calendar Event - Create a new Calendar Event.

How to Get Started with OpenERP

First thing you'll need to do is add an OpenERP to Zapier, you can do this in the course of creating a zap!

https://cdn.zapier.com/storage/photos/d3e626f314e81f0601d24ed65ef9a3b0.png

Then you'll want to fill out all the information needed to connect to your OpenERP account:

https://cdn.zapier.com/storage/photos/2aef754e0bbc99c92e2e53737f319ab9.png

To find your Base URL, if you login to OpenERP, you should see something like https://erp.mycompany.com/#menu_id=108&action=101 in your address bar:

https://cdn.zapier.com/storage/photos/6e7d13595779ff419e4a9feaaa946173.png

But be sure to use https://erp.mycompany.com as your Base URL! Don't leave all that other stuff on it.

A few things other things to consider:

  • Use the same username/password you use to login. You can also create a brand new Zapier only user if you need extra security!
  • Your ERP instance must be available from the wider internet (not just from your company/enterprise intranet).
  • We don't support https://mycompany.odoo.com accounts yet! Contact us if you have an account like that!

After that, you should see the completed and successful test!

https://cdn.zapier.com/storage/photos/a3076fa267156f0c535de9ee3c6fa923.png

Just continue setting up your zap!

Need More Help? - Our support team is happy to help -- send us a message

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.

Getting Started with Zapier