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How Zapier works
Zapier makes it easy to integrate Odoo CRM with Qonto - no code necessary. See how you can get setup in minutes.
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 "Create External Transfer" in Qonto.
You’re connected!
Zapier seamlessly connects Odoo CRM and Qonto, 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.
Try ItTriggerPolling - IBANRequired
Try ItTriggerPolling- IBANRequired
- Status_filtersRequired
Try ItTriggerPolling- IBANRequired
Try ItTriggerPolling
- Create Lead
Creates a lead.
ActionWrite - New Bank Account
Triggers when a new bank account is detected.
Try ItTriggerPolling - IBANRequired
- Status_filtersRequired
Try ItTriggerPolling- IBANRequired
Try ItTriggerPolling
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Frequently Asked Questions about Odoo CRM + Qonto integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Qonto
What triggers are available for Odoo CRM when integrating with Qonto?
When integrating Odoo CRM with Qonto, you can use triggers such as 'New Lead', 'New Opportunity', and 'Customer Updated' from Odoo to initiate actions in Qonto. These triggers allow for seamless data transfer and workflow automation between the platforms.
Can I create a new customer in Odoo CRM based on a transaction in Qonto?
Yes, you can set up an action to create a new customer in Odoo CRM whenever a specific type of transaction occurs in your Qonto account. This is achievable by configuring the integration to recognize transactions as triggers and create corresponding customer profiles.
How do we handle currency differences between Odoo CRM and Qonto integrations?
We automatically handle currency conversions using the exchange rates configured within your systems. You can ensure that all transactions from Qonto are recorded accurately in Odoo CRM through custom conversion settings.
Is it possible to update an opportunity in Odoo CRM when a payment is received through Qonto?
Absolutely! You can set up an automation where receiving a payment in Qonto serves as the trigger to update specific fields of an opportunity in Odoo CRM, ensuring both systems reflect the current sales status.
What kind of actions can be initiated in Qonto from events occurring in Odoo CRM?
When certain events like 'Invoice Created' or 'Deal Closed' happen in Odoo CRM, actions such as creating a transaction or updating account details can be automated within your Qonto setup.
How secure is the data transfer between Odoo CRM and Qonto during integration?
We prioritize security by using encrypted channels for data transfer between Odoo CRM and Qonto. Our system ensures compliance with industry standards to protect sensitive information throughout the integration process.
Can we automate task creation in our project management tool based on financial activities reported by Qonto?
Yes, tasks can automatically be created within your project management tool when specified financial activities occur in Qonto. By setting these activities as triggers, workflow efficiency is improved across various teams.