Odoo ERP Self Hosted + QuoteMachine

Odoo ERP Self Hosted + QuoteMachine integrations

Create new leads/opportunities in Odoo ERP Self Hosted for every proposed quote in QuoteMachine

Speed up your sales process by leveraging technology to create leads or opportunities in your Odoo ERP Self Hosted app whenever there's a new proposed quote in QuoteMachine. This automation workflow bridges the gap between these two platforms, so you can focus on driving sales instead of manual data entry. Witness the seamless interaction of your sales and ERP system in real-time and experience enhanced efficiency and accuracy in your business processes.

When this happens...
Proposed QuoteTriggers when a quote is proposed to a customer.
TriggerInstant
automatically do this!
Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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More things you can do with QuoteMachine and Odoo ERP Self Hosted

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

Contact Created
Triggers when an contact is created.
Trigger
Instant
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Contact Updated
Triggers when an contact is updated.
Trigger
Instant
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Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Trigger
Instant
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Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Trigger
Instant
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Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
Action
Write
- Contact Internal ID
- Email
Action
Search

- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- 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

Contact Deleted
Triggers when an contact is deleted.
Trigger
Instant
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Invoice Created
Triggers when an invoice is created (sent or mark as done).
Trigger
Instant
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Order Created
Triggers when an order is marked as done.
Trigger
Instant
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Won Quote
Triggers when a quote is won.
Trigger
Instant
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Proposed Quote
Triggers when a quote is proposed to a customer.
Trigger
Instant
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- First name
  Required
- Last name
- Email
  Required
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
Action
Write
New Database
Triggers when you add a new database.
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
- Module
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- 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 QuoteMachine

QuoteMachine is online quotes and invoices that help you sell and get paid.

HelpHelp

Related categories

Proposal & Invoice Management

Related Zap Templates

Create new records in Odoo ERP Self Hosted whenever new contacts are created in QuoteMachine

Related Zap Templates

Create new records in Odoo ERP Self Hosted whenever new contacts are created in QuoteMachine