Odoo ERP Self Hosted + tl;dv

Odoo ERP Self Hosted + tl;dv integrations

Create new leads/opportunities in Odoo ERP Self Hosted when new recordings are added in tl;dv

Seamlessly transition your newly added recordings from tl;dv into promising business leads in Odoo ERP Self Hosted. This workflow instantly creates a lead or opportunity within your Odoo ERP system when a recording is added to tl;dv, streamlining your process and saving you valuable time. By leveraging this automation, you can effectively capitalize on your tl;dv recordings to bolster your sales efforts.

When this happens...
Recording AddedTriggers when a new recording is created.
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 tl;dv and Odoo ERP Self Hosted

Discover other triggers and actions you can use with tl;dv and Odoo ERP Self Hosted

- Note tags
Trigger
Instant
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Transcript Added
Triggers when a new transcript is created.
Trigger
Instant
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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

Recording Added
Triggers when a new recording is created.
Trigger
Instant
Try It
- Recording name
  Required
- Recording file or recording download URL
  Required
Action
Write
- 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

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

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CRM (Customer Relationship Management), Zoho

Podio

Project Management

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

About tl;dv

tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom meetings

Learn moreLearn moreHelpHelp

Related categories

AI Meeting Assistants

Related Zap Templates

Create new records in Odoo ERP Self Hosted when new transcripts are added in tl;dv

Related Zap Templates

Create new records in Odoo ERP Self Hosted when new transcripts are added in tl;dv