Odoo ERP Self Hosted + Paperless Forms

Odoo ERP Self Hosted + Paperless Forms integrations

Create leads/opportunities in Odoo ERP Self Hosted from new Paperless Forms entries

Effortlessly streamline your sales process with this Paperless Forms to Odoo ERP Self Hosted workflow. When a new entry is added in the Paperless Forms app, it instantly creates a lead or opportunity in your Odoo ERP Self Hosted system. This automation not only saves you time but also ensures accurate and timely data transfer between the two platforms, helping you optimize your sales efforts.

When this happens...
New Entry (Rest)Triggers when a new entry is submitted.
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 Paperless Forms and Odoo ERP Self Hosted

Discover other triggers and actions you can use with Paperless Forms and Odoo ERP Self Hosted

- Form Name
Trigger
Instant
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It

- Database
  Required
Trigger
Polling
Try It
- 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
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- 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 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)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Podio

Project Management

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.