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Odoo ERP Self Hosted + Perfex CRM

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

Streamline your invoicing process with this workflow connecting Perfex CRM and Odoo ERP Self Hosted. When a new invoice is created in Perfex CRM, it swiftly creates a corresponding record in your Odoo ERP Self Hosted system. This efficient system not only saves time but also reduces the chances of errors, keeping your business data uniform across platforms. Enjoy seamless integration, heightened productivity, and improved data management with this simple and powerful solution.

Streamline your invoicing process with this workflow connecting Perfex CRM and Odoo ERP Self Hosted. When a new invoice is created in Perfex CRM, it swiftly creates a corresponding record in your Odoo ERP Self Hosted system. This efficient system not only saves time but also reduces the chances of errors, keeping your business data uniform across platforms. Enjoy seamless integration, heightened productivity, and improved data management with this simple and powerful solution.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    Odoo ERP Self HostedOdoo ERP Self Hosted
    Create Record

    Triggers when a new record is added in a model (choose any model you have installed).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Perfex CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Scheduled
    Try It

    • Contact IdRequired

    Trigger
    Scheduled
    Try It
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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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About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)