Integrate Odoo CRM with PandaDoc

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

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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 PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

PandaDoc Integrations

Best Odoo CRM and PandaDoc Integrations

  • Odoo CRM Integration PandaDoc Integration

    Odoo CRM + PandaDoc

    Create Document to PandaDoc from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    PandaDoc Integration Create Document
  • Odoo CRM Integration PandaDoc Integration

    Odoo CRM + PandaDoc

    Create Document to PandaDoc from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    PandaDoc Integration Create Document
  • Odoo CRM Integration Odoo CRM Integration

    PandaDoc + Odoo CRM

    Create Lead/Opportunity from Odoo CRM from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Odoo CRM Integration Document Status Changed
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Odoo CRM Integration Odoo CRM Integration

    PandaDoc + Odoo CRM

    Create Customer from Odoo CRM from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Odoo CRM Integration Document Status Changed
     
    Then do this...
    Odoo CRM Integration Create Customer
  • Odoo CRM Integration Odoo CRM Integration

    PandaDoc + Odoo CRM

    Update Customer in Odoo CRM when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    Odoo CRM Integration Document Status Changed
     
    Then do this...
    Odoo CRM Integration Update Customer
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + PandaDoc in easier way

It's easy to connect Odoo CRM + PandaDoc 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.

  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Document

    Creates a document from a templates.

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

How Odoo CRM & PandaDoc 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 PandaDoc 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 PandaDoc.

    (2 minutes)

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