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Integrate BulkGate with Odoo ERP Self Hosted

Appy Pie Connect allows you to automate multiple workflows between BulkGate and Odoo ERP Self Hosted

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About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, 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.

Odoo ERP Self Hosted Integrations

Best ways to Integrate BulkGate + Odoo ERP Self Hosted

  • BulkGate Integration BulkGate Integration

    Odoo ERP Self Hosted + BulkGate

    Send Transactional SMS in BulkGate when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    BulkGate Integration New Calendar Event
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration BulkGate Integration

    Odoo ERP Self Hosted + BulkGate

    Send Promotional SMS in BulkGate when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    BulkGate Integration New Calendar Event
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • BulkGate Integration BulkGate Integration

    Odoo ERP Self Hosted + BulkGate

    Send Transactional SMS in BulkGate when New Note is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    BulkGate Integration New Note
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration BulkGate Integration

    Odoo ERP Self Hosted + BulkGate

    Send Promotional SMS in BulkGate when New Note is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    BulkGate Integration New Note
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • BulkGate Integration BulkGate Integration

    Odoo ERP Self Hosted + BulkGate

    Send Transactional SMS in BulkGate when New Lead/Opportunity is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    BulkGate Integration New Lead/Opportunity
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration {{item.actionAppName}} Integration

    BulkGate + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect BulkGate + Odoo ERP Self Hosted in easier way

It's easy to connect BulkGate + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How BulkGate & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose BulkGate as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from BulkGate to Odoo ERP Self Hosted.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of BulkGate and Odoo ERP Self Hosted

In today’s competitive business environment, companies need to get all possible benefits from their existing resources. The most valuable resource in a company is customers. Therefore, they need to stay in touch with the customers and implement effective marketing strategies in order to retain customers.

BulkGate is a powerful top for automating customer interactions in a self-hosted environment. It is a multi-channel email marketing automation spution that allows you to create engaging email campaigns quickly and easily.

Bulkmailer is a highly configurable, flexible and scalable automated email marketing spution. Its core function is to send bulk emails in a manner that looks organic and authentic, ensuring that it does not damage the sender’s reputation.

Odoo ERP is a suite of business applications designed to handle all your daily tasks, from CRM and project management, to accounting and warehouse management. Odoo ERP Self Hosted is a complete, open source business software powered by Odoo, with a wide range of modules that allow you to adapt the system to your needs.

In this article, I will outline how BulkGate can be integrated with Odoo ERP Self Hosted. In addition, I will discuss the benefits of this integration.

Integration of BulkGate and Odoo ERP Self Hosted

The BulkGate module can be installed on one or more Odoo servers, running an identical version of Odoo ERP Self Hosted.

BulkGate can be used as an outbound email marketing service for Odoo-hosted clients. It should only be used for emails sent directly by Odoo users (i.e., not through any third-party services like Amazon SES or Mandrill.

Implementation Steps

Step 1. Install BulkGate module on one or more Odoo servers; make sure the BulkGate instance is up-to-date.

Step 2. Create a new model for each type of email campaign you want to send using BulkGate (e.g., “Products Newsletter”. and assign it to the user who will create the campaign. The model must allow for multiple records (e.g., “Products Newsletter”. When creating the model, select the custom class option so that the model creates its own records instead of using the default Odoo model.

Step 3. Create records for each subscriber who will receive the email campaign, using the BulkGate module instead of the standard Odoo contacts module. Each record should include contact fields such as name, email address, phone number, etc. If you need to store any custom fields, use the custom_fields table instead of the standard Odoo profile or profile2 tables. Then set up an automated workflow to save records into the custom_fields table when an email campaign starts or ends for each subscriber.

Step 4. Create a new list of subscribers using the BulkMailer module for each type of email campaign you want to send using BulkGate. For example, you could create three lists for different types of products or services. “Products Newsletter”, “Services Newsletter”, and “Special Offers Newsletter”. If there are many subscribers to your campaigns, you may need to use separate tables for subscribers instead of one large table for all subscribers. You can then have multiple lists for subscribers based on the subscriber table being used (e.g., product_subscribers or service_subscribers. Again, select the custom class option when creating the list so that it creates its own records instead of using the default Odoo module mail_list. Also set up an automated workflow to save records into the custom_fields table when an email campaign starts or ends for each subscriber. This workflow can use an existing workflow for sending email campaigns (e.g., on_product_creation. or create a new workflow called on_bulkmailer_activation. You may also want to create a report (e.g., “Subscribers by Campaign”. on your list of subscribers and set up an automated workflow that updates that report every time a new subscriber record is created or updated (with ID = 1. To do this, create a report named “Subscribers by Campaign” (using custom fields as needed), then create a new workflow on_report_update (with ID = 1. Make sure this workflow includes an update action for any field in your report (e.g., Update Subscriber Count by Campaign = 1. Finally, set up an automated workflow so that this new workflow is executed every time a new record is created or updated (with ID = 1. in the custom_fields table belonging to the BulkMailer module (the custom class.

Step 5. Set up an automated workflow so that an email campaign starts when a subscriber record is created or updated (with ID = 1. by setting up an OnChange trigger on any field of the BulkMailer model (by setting this trigger to Start Workflow with ID = 1. The trigger should also include a conditional action so that it only starts an email campaign if none is currently active for this subscriber (because it takes some time to prepare a campaign. This workflow should also include actions to update any reports on subscribers related to an email campaign (e.g., updating a report called “Subscribers by Campaign” with ID = 1. In addition, update those reports whenever a new subscriber record is created or updated (with ID = 1. The workflow should end automatically after 30 days if there is no activity during that time period (which may happen if there are no subscriptions currently active. If there are active subscriptions, there should be at least one reminder message sent every week until the subscription expires. The reminder messages should be sent at least three times before a subscription expires, and they should be sent at least one week before the subscription expires so that subscribers have plenty of time to renew their subscriptions if they wish. There are two ways to accomplish this. First, you can create another automated workflow triggered by an OnChange trigger on any field of the BulkMailer model (by setting this trigger to Send Reminder Message with ID = 1. In this workflow, set up conditional actions so that messages are sent only after 15 days after start date (+1 day), but only if subscriptions are still active (i.e., no expiration date has been set yet. This workflow should also include actions to update any reports related to reminder messages sent to subscribers (e.g., updating a report called “Reminder Messages Sent” with ID = 1. In addition, update those reports whenever a new reminder message is sent (with ID = 1. The workflow should end automatically after 30 days if there is no activity during that time period (which may happen if there are no reminders currently active. Second, you can create another automated workflow triggered by an OnChange trigger on any field of the BulkMailer model (by setting this trigger to End Workflow with ID =1. This workflow should include actions to update any reports related to reminder messages sent to subscribers (e.g., updating a report called “Reminder Messages Sent” with ID = 1. and end automatically after 30 days if there is no activity during that time period (which may happen if there are no reminders currently active.

Benefits of Integration of BulkGate and Odoo ERP Self Hosted

The main benefit of integrating these two systems is that it allows you to create personalized messages based on information stored in Odoo ERP Self Hosted regarding each customer or client receiving an email campaign. This information can include details about products purchased in the past or specific interests expressed by customers when they provided their names and email addresses during signup for your mailing listewsletterotification service/etc.. You can connect this information to customer records in Odoo ERP Self Hosted using webhooks in BulkGate.

The process to integrate BulkGate and Odoo ERP Self Hosted may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.