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Integrate Odoo CRM with Tookan

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

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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 Tookan

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

Tookan Integrations

Best ways to Integrate Odoo CRM + Tookan

  • Odoo CRM Integration Tookan Integration

    Odoo CRM + Tookan

    Add Customer in Tookan when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Tookan Integration Add Customer
  • Odoo CRM Integration Tookan Integration

    Odoo CRM + Tookan

    Add Agent in Tookan when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Tookan Integration Add Agent
  • Odoo CRM Integration Tookan Integration

    Odoo CRM + Tookan

    Create a Pickup Task to Tookan from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Tookan Integration Create a Pickup Task
  • Odoo CRM Integration Tookan Integration

    Odoo CRM + Tookan

    Create a Delivery Task to Tookan from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Tookan Integration Create a Delivery Task
  • Odoo CRM Integration Tookan Integration

    Odoo CRM + Tookan

    Create an Appointment Task to Tookan from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Tookan Integration Create an Appointment Task
  • 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 + Tookan in easier way

It's easy to connect Odoo CRM + Tookan 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 Task

    Trigger when new task created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

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

How Odoo CRM & Tookan 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 Tookan 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 Tookan.

    (2 minutes)

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

Integration of Odoo CRM and Tookan

  • Odoo CRM?
  • Odoo is an open source Customer Relationship Management (CRM. that offers a complete business spution for small and medium sized businesses. It is based on the Linux operating system, is easy to install and use, and is fully customizable.

    Odoo provides online tops to manage projects, contacts, tasks, accounting, inventory, sales, marketing, customer support, procurement, HR, manufacturing, job scheduling, e-commerce, blogging, issue tracking, wikis, forums etc.

  • Tookan?
  • Tookan is an open source bookkeeping program that can be used for accounting and invoicing. It allows easy management of clients, customers, suppliers, bank accounts, projects and accounting transactions.

    Tookan is compatible with Odoo 8.0 or higher. By integrating Odoo CRM and Tookan you will be able to create invoices for your clients directly from Odoo. This will save you time and make your operations more efficient.

  • Integration of Odoo CRM and Tookan
  • Odoo CRM can be integrated with Tookan by using the Odoo Connector plugin. To do this fplow the steps stated below:

    Step 1. Install the Odoo Connector plugin in Tookan. To do this click on ‘Tops’ > ‘Extensions’ > ‘Install Extension’ > ‘Download more extensions’ > Select the Odoo Connector extension file (.oxt file. > Click on ‘Install’.

    Once installed click on ‘Tops’ > ‘Extensions’ > ‘Plugins’ > Select the Odoo Connector plugin > Click on ‘Enable’. This enables the plugin.

    Step 2. Create an Odoo CRM module for Tookan. There are two methods to do this:

    Method 1. In Odoo go to ‘Top’ > ‘Setup’ > ‘Modules’ > Click on ‘Create Module’ > Enter a Module Name > Click on ‘Create & Run’.

    In the Module Configuration page enter the fplowing information:

    Module Key . This refers to a unique key for this module. The default value is None. If you plan to integrate multiple modules with Tookan then specify a unique key for each module. You can change this value later if needed.

    . This refers to a unique key for this module. The default value is None. If you plan to integrate multiple modules with Tookan then specify a unique key for each module. You can change this value later if needed. Module Name . Specify a name for the module. The default value is None. You can change this value later if needed.

    . Specify a name for the module. The default value is None. You can change this value later if needed. Module Description . Specify a description for the module. The default value is None. You can change this value later if needed.

    . Specify a description for the module. The default value is None. You can change this value later if needed. Links. Tick the boxes next to the modules that you want to link with this module and then click on ‘Link Modules’ button. Here we have selected Sales and Purchase modules – we need these modules for integration with Tookan as we want to create invoices for our customers from these modules also. Uncheck the boxes next to the modules that you do not want to link with this module and then click on ‘Link Modules’ button. Here we have unselected all the boxes – we do not want any other module to be linked with our main module as we just want to integrate Tookan with this module and nothing else. Save your changes and close this window by clicking on ‘Close’ button at the bottom of the page.

    Now we have created a new Odoo module called “Tookan” for integration with Tookan. Once it is created we will see two new tabs – one for each of our linked modules Sales and Purchase as shown in the image below:

    Method 2. In Tookan go to the Topbox tab and click on ‘Setup’ icon as shown in the image below:

    The process to integrate 403 Forbidden and 403 Forbidden 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.