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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 Document" from Moloni.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

You’re connected!

Zapier seamlessly connects Moloni and Odoo CRM, 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.

- Company
  Required
- Customer
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Product Category
  Required
- Product Name
  Required
- Price
- Reference
- Has Stock
  Required
- Exemption Reason
- Measurement Unit
  Required
Action
Write

- Company
  Required
- Client Number
  Required
- VAT Number
- Name
- Address
- City
- Zip Code
- Email
- Website
- Phone
- Fax
- Discount
Action
Write
- Company
  Required
- Customer ID
  Required
- Name
- Vat Number
- Address
- Zip Code
- City
Action
Search or write

Create Lead
Creates a lead.
Action
Write

- Company
  Required
- Customer
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Name
- Vat Number
- Address
- Zip Code
- City
Action
Write
- Company
  Required
- Email
  Required
- Document ID
  Required
- Name
  Required
Action
Write
- Company
  Required
- Customer ID
  Required
Action
Search
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

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25m

Customers have created over 25 million Zaps on the platform

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Connect Moloni and Odoo CRM 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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Frequently Asked Questions about Moloni + Odoo CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Moloni and Odoo CRM

How can I integrate Moloni with Odoo CRM?

To integrate Moloni with Odoo CRM, we utilize specific triggers and actions available within our integration platform. You'll need to create workflows where certain triggers in Moloni, like a new invoice or product update, can prompt corresponding actions in Odoo CRM such as creating or updating customer records.

What types of data can be synchronized between Moloni and Odoo CRM?

With our integration setup, you can synchronize various types of data including customer information, invoices, product details, and order histories. Triggers such as new invoice creation in Moloni can automatically update corresponding client records in Odoo CRM.

Are there any specific triggers available for the integration between Moloni and Odoo CRM?

Yes, we support several key triggers for this integration, including 'New Invoice', 'New Customer', and 'Product Update' from Moloni that allow you to automate actions such as updating contact records or managing product catalogs in Odoo CRM.

What actions can be automated within Odoo CRM using data from Moloni?

Data from Moloni can trigger actions such as creating or updating leads, contacts, or sales opportunities within Odoo CRM. For instance, when an invoice is generated in Moloni, it might trigger the creation of a sales opportunity with the potential client in your CRM base.

Can I customize the workflow when integrating Moloni with Odoo CRM?

Certainly! You have the ability to customize workflows by setting up specific conditions and mappings based on your business requirements. This customization allows you to define which triggers should activate which actions, providing a tailored integration experience.

What should I do if data inconsistencies appear after syncing between Moloni and Odoo CRM?

In case of data inconsistencies post-syncing between Moloni and Odoo CRM, reviewing your workflow settings is advisable. Ensure that all triggers are correctly mapped to their respective actions. If issues persist, our support team is here to assist you further.

Is it possible to integrate custom fields between Moloni and Odoo CRM?

Our integration framework supports the mapping of custom fields between systems. You’ll need to ensure these fields are properly configured so that relevant information captured in Moloni is accurately reflected within your custom setups in Odoo CRM.

About Moloni

Moloni is an online invoicing software, that allows each entrepreneur to effectively control business, automate billing, deliver documents quickly and intuitively.

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Related categories

Accounting

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."