Odoo ERP Self Hosted + tl;dv

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 Added
Triggers when a new recording is created.
TriggerInstant
automatically do this!
Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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Supported triggers and actions

- 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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- 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

Recording Added
Triggers when a new recording is created.
Trigger
Instant
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- Recording nameRequired
- Recording file or recording download URLRequired
Action
Write
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- 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.