Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
Streamline your invoicing process with this workflow connecting Perfex CRM and Odoo ERP Self Hosted. When a new invoice is created in Perfex CRM, it swiftly creates a corresponding record in your Odoo ERP Self Hosted system. This efficient system not only saves time but also reduces the chances of errors, keeping your business data uniform across platforms. Enjoy seamless integration, heightened productivity, and improved data management with this simple and powerful solution.
- When this happens...New InvoiceTriggers when a new invoice is created.
- automatically do this!Create RecordTriggers when a new record is added in a model (choose any model you have installed).
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More things you can do with Perfex CRM and Odoo ERP Self Hosted
Discover other triggers and actions you can use with Perfex CRM and Odoo ERP Self Hosted
- New Contract
Triggers when a new contract created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Payment
Triggers when a new payment is created.
Try ItTriggerPolling - Contact IdRequired
Try ItTriggerPolling






