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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 "Add Invoice Comment" in RO App.

You’re connected!

Zapier seamlessly connects Odoo CRM and RO App, 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
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Ad Campaigns
Ad Campaigns you can use in the product
Trigger
Polling
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- Ids
- Uid
- Owner_id
- Warehouse_id
Trigger
Polling
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- Sort Direction
- Types
- Branches
- Statuses
- Asset UID
- IDs
- ID Labels
- Managers
- Engineers
- Clients IDs
- Client Names
- Client Phones
- Created At from
- Created At to
- Modified At from
- Modified At to
- Done At from
- Done At to
- Closed At from
- Closed At to
Trigger
Polling
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- Sort Direction
- Cashbix id
  Required
- Created from
- Created to
Trigger
Polling
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Get Product Categories
Get Product Categories from the account
Trigger
Polling
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Get Service Categories
Get Service Categories from the account
Trigger
Polling
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Get Taxes
Triggers when a new get_taxes is created.
Trigger
Polling
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- Ids
- Statuses
- Client_ids
- Client_names
- Client_phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
Trigger
Polling
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Lead Types
Lead Types you can use in the product
Trigger
Polling
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Employees List
The list of Employees you can use in the product
Trigger
Polling
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Order Custom Fields
Triggers when a new order_custom_fields is created.
Trigger
Polling
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- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
Trigger
Polling
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- Invoice_id
  Required
- Message
  Required
- Is_private
Action
Write
- Order_id
  Required
- Message
  Required
- Is_private
Action
Write
- Task_id
  Required
- Message
  Required
- Is_private
Action
Write
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Write
- Branch id
  Required
- Order type
  Required
- Client ID
- Asset ID
- Is urgent?
- Estimated cost
- Appearance
- Packagelist
- Malfunction
- Assigned at
- Duration
- Estimated done at
- Manager ID
- Engineer ID
- Manager notes
- Warranty date
- Kind of good
- Brand
- Model
- Serial
Action
Write
- Cashbox ID
  Required
- Payment amount
  Required
- Direction
  Required
- Cash flow item
- Client ID
- Employee ID
- Created at
- Description
Action
Write
- Order ID
  Required
- Status ID
  Required
Action
Write
- Title
  Required
- Description
- Barcodes
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
Action
Write
- id Name
  Required
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Write
- Is order or estimate?
  Required
- Order_id
  Required
- Item_id
  Required
- Assignee_id
  Required
- Quantity
  Required
- Price
  Required
- Cost
  Required
- Discount_type
  Required
- Discount_sponsor
  Required
- Discount_value
  Required
- Warranty_period
  Required
- Warranty_periodUnits
  Required
- Tax_ids
- Comment
Action
Write
- Id
  Required
Action
Search
- Product_id
  Required
Action
Search
- Ids
- Statuses
- Client_ids
- Client_names
- Client_phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
Action
Search
- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
Action
Search
- Title
- Q
- Ids
- Barcodes
- Categories
Action
Search
- Serial number of asset
- ID of Asset owner
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- Warehouse ID
Action
Search or write
- Title
  Required
- Q
- Ids
- Barcodes
- Categories
- Category_id
  Required
- Cost
- Uom_id
  Required
- Is_labor
- Warranty
- Warranty_period
Action
Search or write

Create Lead
Creates a lead.
Action
Write
Cash Flow Items
Cash flow items you can use in the product
Trigger
Polling
Try It
- Branch_id
  Required
Trigger
Polling
Try It
- Is order or estimate?
  Required
- Order_id
  Required
Trigger
Polling
Try It
Get Prices
Get prices from the account
Trigger
Polling
Try It
- Created at from
- Created at to
Trigger
Polling
Try It
- Sorting direction
- Authors employees Id's for filtering
- Assignee employee id's
- Deadline from
- Deadline to
Trigger
Polling
Try It
Get UOMs (Inits of Measure)
Get UOMs (Inits of Measure)
Trigger
Polling
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Get Invoice Statuses
Triggers when a new invoice_statuses is created.
Trigger
Polling
Try It
- Names
- Phones
- Emails
- Discount Codes
- Marketing Sources
- Is Juridical
- Is Supplier
Trigger
Polling
Try It
Locations
Locations you can use in the product
Trigger
Polling
Try It
Order Statuses
Order statuses you can use in the product
Trigger
Polling
Try It
- Title
- Q
- Ids
- Barcodes
- Categories
Trigger
Polling
Try It
- Lead_id
  Required
- Message
  Required
- Is_private
Action
Write
- Is order or estimate?
  Required
- Is_Service
  Required
Action
Write
- Serial number of asset
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- ID of Asset owner
- Warehouse ID
Action
Write
- Contact name
  Required
- Contact phone
- Lead type ID
  Required
- Client ID
- Manager ID
- Location ID
- Additional description
- Ad campaign
- Is urgent?
Action
Write
- Is order?
  Required
- Branch id
  Required
- Order type
  Required
- Client ID
  Required
- Payer ID
- Asset ID
- Ad Campaign ID
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
Action
Write
- Title
  Required
- Description
  Required
- Deadline
  Required
- Assignees
  Required
Action
Write
- Asset_id
  Required
- Warehouse ID
Action
Write
- Title
  Required
- Barcodes
- Category_id
  Required
- Cost
- Uom_id
  Required
- Is_labor
- Warranty
- Warranty_period
Action
Write
- Is order or estimate?
  Required
- Order ID
  Required
- Branch id
- Order type
- Client ID
- Payer ID
- Asset ID
- Ad Campaign ID
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
Action
Write
- Product_id
  Required
- Title
  Required
- Description
- Barcodes
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
- Is_serial
- Warranty
- Warranty_period
Action
Write
- Id
  Required
Action
Search
- Task id
  Required
Action
Search
- Serial number of assets
- Owner ID
Action
Search
- Sort Direction
- Author Ids
- Assignee Ids
- Deadline from
- Deadline to
Action
Search
- Client Email
- Client Phone
- Client ID
Action
Search
- Title
  Required
- Q
- Ids
- Barcodes
- Categories
- Articles
- Description
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
Action
Search or write
- Client Email
- Client Phone
- Client ID
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Odoo CRM and RO App 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

Make work flow with AI

Level up your Odoo CRM to RO App integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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CRM (Customer Relationship Management)

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About RO App

RO App is an all-in-one software for business management. Jobs, Sales, Client Comms, Schedule, Mobile Apps for Techs & Bosses, Inventory, Reporting & Analytics.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Connect Odoo CRM and RO App to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Odoo CRM and RO App to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate Odoo CRM on the Zapier blog

5 ways to automate Odoo CRM

Make work flow with AI

Connect Odoo CRM to RO App on the world's largest no-code automation platform