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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.

Add your action

An action happens after the trigger—such as "Anonymize a Customer" in ProAbono.

You’re connected!

Zapier seamlessly connects Odoo CRM and ProAbono, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers on a new lead.
Trigger
Polling
Try It
- Event Type related to a credit note
  Required
Trigger
Instant
Try It
- Event Type related to a subscription
  Required
Trigger
Instant
Try It
- Event Type related to a subscription
  Required
Trigger
Instant
Try It
- Reference Customer
  Required
- Only if customer has valid payment information?
- Start Date (Include Lines After)
- End Date (Include Lines Before)
- Force Offline ?
- Note
Action
Write

- Name
  Required
- Email
  Required
- Reference Customer
  Required
- Language
- Reference Affiliation
- Segment
Action
Write
- Reference Customer
  Required
- Reference Feature
  Required
Action
Write

- Reference Customer
  Required
Action
Write
- Reference Customer
  Required
Action
Write
- Reference Customer
  Required
Action
Write
- Subscription Id
  Required
Action
Write
- Subscription Id
  Required
- When should this termination be applied ?
  Required
Action
Write
- Reference Customer
  Required
- How the Customer will pay futures invoices created in ProAbono ?
- Next Billing Date
- Should the customer be automatically billed on each term ?
Action
Write
- Country Name
  Required
Action
Search

Create Lead
Creates a lead.
Action
Write
- Event Type related to a customer
  Required
Trigger
Instant
Try It
- Event Type related to a payment method (bank card and/or direct debit mandate)
  Required
Trigger
Instant
Try It
- Reference Customer
  Required
Action
Write
- Reference Customer
  Required
- Label
  Required
- Amount
  Required
- Quantity
- Only if Customer Has Valid Payment Information?
  Required
Action
Write
- Reference Customer
  Required
- Offer
  Required
- Start Date
- Title
- Description
- UpFront Fee
- Recurring Amount
- Termination Fee
Action
Write
- Reference Customer
  Required
- Reference Feature
  Required
Action
Write
- Credit Note Id
  Required
Action
Write
- Invoice Id
Action
Write
- Reference Customer
  Required
- Reference Feature
  Required
- Quantity
  Required
Action
Write
- Subscription Id
  Required
Action
Write
- Reference Customer
  Required
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Zip Code
- City
- Country
- Region/State/Province
- Tax Information
- Phone
Action
Write
- Subscription Id
  Required
- Offer
  Required
- When should this upgrade be applied ?
  Required
- Should The Minimum Commitment be ignored ?
  Required
- When Should this upgrade be billed ?
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Odoo CRM and ProAbono to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Odoo CRM on the Zapier blog

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Learn about AI automation

About Odoo CRM

Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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