Integrate Odoo CRM with OpsGenie

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and OpsGenie

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About OpsGenie

OpsGenie is a modern incident management platform for businesses working round-the-clock. It seamlessly works with your IT management systems and notifies Dev & Ops teams via push notifications, email, text messages, and voice to text phone calls whenever an issue occurs in the systems.

Want to explore Odoo CRM + OpsGenie quick connects for faster integration? Here’s our list of the best Odoo CRM + OpsGenie quick connects.

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Connect Odoo CRM + OpsGenie in easier way

It's easy to connect Odoo CRM + OpsGenie without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Alert

    Triggers when a new alert is created.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Alert

    Creates an alert.

How Odoo CRM & OpsGenie Integrations Work

  1. Step 1: Choose Odoo CRM 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 OpsGenie 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 Odoo CRM to OpsGenie.

    (2 minutes)

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

Integration of Odoo CRM and OpsGenie

Odoo is a suite of open source applications for managing customer relations. It was built in the year 2010 and then in 2012 it was rebranded as Open Odoo. Odoo is available for free and it is written in Python. Odoo is a name given to the brand identity of the software. The name Odoo is actually an acronym which stands for Open Source Business Application.

As for OpsGenie is a web-based alerting and on call management system that enables you to configure alerts and on call schedules through a simple user interface. With OpsGenie, you can assign notifications to specific users and groups via email, SMS, phone calls and push notifications and schedule recurring on call shifts.

Odoo CRM

Odoo CRM is a spution that helps companies in managing their customer relations and working with their clients. Here are some of the features of Odoo CRM:

Action management. The action management module keeps track of all the activities that need to be done for your clients such as sending mail alerts, creating tasks and so on.

The action management module keeps track of all the activities that need to be done for your clients such as sending mail alerts, creating tasks and so on. Customer relationship management. It allows you to create contracts, orders, invoices, etc., for your clients.

It allows you to create contracts, orders, invoices, etc., for your clients. Contact management. You can store all the information about your clients in this module.

You can store all the information about your clients in this module. Documents management. This module stores all the relevant documents related to your customers.

OpsGenie

OpsGenie is a web-based alerting and on call management system that enables you to configure alerts and on call schedules through a simple user interface. With OpsGenie, you can assign notifications to specific users and groups via email, SMS, phone calls and push notifications and schedule recurring on call shifts.

Integration of Odoo CRM and OpsGenie

Through integration of Odoo CRM with OpsGenie, you can get notified whenever any critical issue arises in the application. The integration makes sure that no matter what happens to your application, you are always informed right away by your team members. They get notified when they are in sleep mode or even when they are out of office.

This integration allows you to manage all your critical applications in one place. You can analyze all the issues in one place and make sure that none of them go unnoticed. There are two ways you can integrate OpsGenie with Odoo CRM:

Integration through an API (Application Programming Interface. Integration through WebHooks (HTTP Callbacks)

  • Integration Through API (Application Programming Interface)

This integration will allow you to receive events from Odoo CRM in OpsGenie instantly when they happen. For example, if there is an error in the Odoo CRM application, you will get an email notification both in OpsGenie and via SMS immediately. This kind of integration works perfectly if you want to get regular updates about an ongoing situation in your application. For instance, if someone is logging into your application or if there is any unusual activity, you will get an instant notification about it.

Here are some of the things that need to be done in order to integrate Odoo CRM with OpsGenie through API:

Create an account in OpsGenie Create an account in Odoo CRM Go to Settings > Integrations section of OpsGenie Click on "Create New Integration" Enter your API Key/API Secret from Odoo CRM Create a new Integration from OpsGenie In "Alerts Events URL" enter the URL as "/api/v1/event/". In "Integration Type" select "Custom" In "OU" enter the value as "ops_custom_integrations" Click on "Add Trigger" Under "Trigger" enter any value so it triggers a new alert Click on "Save Integration" Go back to "Integrations" page Click on "Assign Users & Groups" Click on "Assign Group" Add a group name Select a group from your list Click on "Assigned Users" Click on "+Assign" Select users from the list Click on "Assign Integrations" Select ops_custom_integrations from the list Click on "Assign Integration" Click on "Assign Alerting Methods" In "Alerting Methods" section click on "+Assign" Select "Email", "SMS", "Phone Call" or "Push Notification" from the list Click on "Assign Alerting Methods" Click on "Assign Filters" In "Filters" section click on "+Assign Filter" Select filters from the list Click on "Assign Filters" Click on "Assign Triggers" In "Triggers" section click on "+Assign Trigger" Select triggers from the list Click on "Assign Triggers" Click on "Assign Notifications" In "Notification Settings" section click on "+Assign Notification" Select notifications from the list Click on "Assign Notification Settings" Click on "+Save Integration" Create a test notification from your Salesforce account Go back to Salesforce and check if the test notification was sent successfully Go back to OpsGenie and check if you received a test notification from Salesforce If everything looks fine then click on "+Close Integration" button Save changes by clicking on the save button at the top right corner of the screen Repeat all these steps for all other functions such as creating projects, creating tasks and updating incidents (For more information please go through my article Integrating Slack with Salesforce using WebHooks)

  • Integration Through WebHooks (HTTP Callbacks)

With this integration, we will be sending every event happening in Odoo CRM directly to OpsGenie and vice versa (We will send every event happening in OpsGenie directly to Odoo CRM. For example, if there is an error in any of your projects or tasks or incidents, OpsGenie will send an update notification directly to Odoo CRM so that your team members are notified about this issue immediately even if they are sleeping or are out of office. Here are some of the steps invpved in integrating Odoo CRM with OpsGenie through WebHooks:

Go to Settings > Integrations section of Odoo CRM Under "Webhooks", paste your Webhook URL provided by OpsGenie Go to Settings > Integrations section of OpsGenie Under "Webhooks", paste your Webhook URL provided by Odoo CRM On your website/app/software, create an endpoint where every request should be posted along with Digest access token Now whenever something happens within Odoo CRM or OpsGenie make sure that this request is sent to the corresponding endpoint If everything goes well then this data will be visible under Integrations section of both Odoo CRM and OpsGenie

Benefits of Integration of Odoo CRM and OpsGenie

Below are some of the benefits of integrating Odoo CRM with OpsGenie:

The process to integrate Odoo CRM and OpsGenie 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm