Integrate Odoo ERP Self Hosted with Perfex CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Odoo ERP Self Hosted with Perfex CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Odoo ERP Self Hosted

A trigger is an event that starts your Zap and runs the workflow. For example, with Odoo ERP Self Hosted, a trigger could be "New Database."

A trigger is the event that kicks off your automated workflow.

Setup an action from Perfex CRM

An action is what takes place after the automation is triggered. For example, with Perfex CRM, the action could be "Create Timesheet."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Odoo ERP Self Hosted to Perfex CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect Odoo ERP Self Hosted to Perfex CRM with a Zapier template.

Our most popular template

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
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Perfex CRM + Odoo ERP Self Hosted

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Perfex CRM + Odoo ERP Self Hosted

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Connect Odoo ERP Self Hosted and Perfex 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.

An illustration representing how to automate lead management with Zapier.

Connect Odoo ERP Self Hosted and Perfex CRM to unlock the power of automation

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Choose a Trigger

Start here

Start here

Choose an Action

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 Database
Triggers when you add a new database.
Trigger
Scheduled
Try It
- Database
  Required
Trigger
Scheduled
Try It
- Database
  Required
Trigger
Scheduled
Try It
- Database
  Required
- Module
  Required
Trigger
Scheduled
Try It
- Database
  Required
Trigger
Scheduled
Try It

- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write

- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write
New Contract
Triggers when a new contract created.
Trigger
Scheduled
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New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- company
  Required
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Invoice Date
  Required
- Open Till Date
- Currency
  Required
- Email
- Discount Type
- Status
  Required
- Assigned
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- Contact Id
  Required
Action
Search

- Database
  Required
Trigger
Scheduled
Try It
- Database
  Required
Trigger
Scheduled
Try It
- Database
  Required
Trigger
Scheduled
Try It
- Database
  Required
Trigger
Scheduled
Try It
- Database
  Required
Trigger
Scheduled
Try It
- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
- Contact Id
  Required
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
- Subtotal
  Required
- Total
  Required
Action
Write
- Name
  Required
- Related Type
  Required
- Customer Id
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Name
  Required
- Start Date
  Required
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
  Required
- Tags
- Description
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
  Required
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- Contact Id
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or 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.

Related categories

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management), Zoho

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Zapier Interfaces

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

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Related categories

CRM (Customer Relationship Management)

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