Odoo ERP Self Hosted + Vtiger CRM

Create records in Odoo ERP Self Hosted for new cases in Vtiger CRM

Streamline your business process with this seamless automation between Vtiger CRM and Odoo ERP Self Hosted. Once a new case in Vtiger CRM is created, a corresponding record is instantly generated in Odoo ERP Self Hosted. This efficient workflow not only ensures all your case records are consistently up-to-date across platforms but also helps save time and reduce manual data entry errors.

When this happens...
New Case
Triggers when a new Case is created.
TriggerPolling
automatically do this!
Create Record
Triggers when a new record is added in a model (choose any model you have installed).
ActionWrite

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Supported triggers and actions

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
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New Case
Triggers when a new Case is created.
Trigger
Polling
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New Event
Triggers when a new event is created.
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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New Organization
Triggers when a new Organization is created.
Trigger
Polling
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New Service
Triggers when a new Service is created.
Trigger
Polling
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New Todo
Triggers when a new todo is created.
Trigger
Polling
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Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write
New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
- ModuleRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- DatabaseRequired
Action
Write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Product
Triggers when a new Product is created.
Trigger
Polling
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New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
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Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
Try It
- Creates Lead Copy
- DatabaseRequired
Action
Write
- Creates Product Copy
- DatabaseRequired
Action
Write
- Creates Task Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
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.

Related categories

CRM (Customer Relationship Management)

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About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Related categories

CRM (Customer Relationship Management)

Odoo ERP Self Hosted + Vtiger CRM

Create records in Odoo ERP Self Hosted for new cases in Vtiger CRM

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

New Database

New Lead/Opportunity

New Note

New Record

New Calendar Todo

Create Calendar Event

Create Note

Create Record

Create Calendar Todo

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

New Calendar Event

New Module

New Product

New Project Task

New User

Create Lead/Opportunity

Create Product

Create Project Task

Create User

About Odoo ERP Self Hosted

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