Odoo ERP Self Hosted + Paperless Forms

Create leads/opportunities in Odoo ERP Self Hosted from new Paperless Forms entries

Effortlessly streamline your sales process with this Paperless Forms to Odoo ERP Self Hosted workflow. When a new entry is added in the Paperless Forms app, it instantly creates a lead or opportunity in your Odoo ERP Self Hosted system. This automation not only saves you time but also ensures accurate and timely data transfer between the two platforms, helping you optimize your sales efforts.

When this happens...
New Entry (Rest)
Triggers when a new entry is submitted.
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

- Form Name
Trigger
Instant
Try It
- 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

New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
- ModuleRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- 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.