Odoo ERP Self Hosted Help & Support

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.

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

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

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:

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!

Just continue setting up your zap!