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Integrate Wealthbox CRM with Odoo ERP Self Hosted

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

  • No code
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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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 Wealthbox CRM + Odoo ERP Self Hosted

  • Wealthbox CRM Integration Odoo ERP Self Hosted Integration

    Wealthbox CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Note
  • Wealthbox CRM Integration Odoo ERP Self Hosted Integration

    Wealthbox CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Project Task
  • Wealthbox CRM Integration Odoo ERP Self Hosted Integration

    Wealthbox CRM + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Blog Post
  • Wealthbox CRM Integration Odoo ERP Self Hosted Integration

    Wealthbox CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Note
  • Wealthbox CRM Integration Odoo ERP Self Hosted Integration

    Wealthbox CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Project Task
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox 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 Wealthbox CRM + Odoo ERP Self Hosted in easier way

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • 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
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • 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 Wealthbox CRM & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Wealthbox 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 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 Wealthbox CRM 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 Wealthbox CRM and Odoo ERP Self Hosted

Wealthbox is a product of Cengage Learning Inc. which is an established company in the market of providing educational software for more than twenty years. This wealthbox is used by institutions like law firms, medical institutions and accounting firms to handle their client data and all other business data.

Odoo ERP Self Hosted is a product of Odoo which is an established company in the market of providing business applications for both desktop and mobile devices. This application is useful for managing all business activities.

This section must contain detailed information on the subject. Introduce the integration of Wealthbox CRM and Odoo ERP Self Hosted first by explaining what they are individually and then explain how they integrate with each other. While writing this part it is important to provide proper justification of why you are choosing these two products as well as how they can be integrated with each other. There are many methods of integration available but only few methods are chosen based on the need of the organization.

Integration of Wealthbox CRM and Odoo ERP Self Hosted can be done through fplowing ways:

  • Web Services
  • API’s
  • XML integration

Web Services are used to integrate different applications which run on different platforms. This service uses HTTP protocp to send messages over the internet. The interface of web services can be described using WSDL files. These files are used to generate stubs and skeletons using soapUI which are used to test the interface of web services.

API’s are widely used to connect different applications based on these fplowing criteria:

  • Data exchange format
  • Protocp used for exchanging data
  • Data structure
  • Authentication information
  • Message structure
  • Scalability levels

XML integration is done by using XML messages which are sent to the server using POST or GET method. The server uses XPATH expressions to identify elements of the message stream. The data is sent back to the client using XML messages with XPATH expressions similar to those used by the server. The main advantage of using XML integration is that it has no restriction on the type of application, unlike web services and API’s, which can be used by any type of application provided they support XML messages. However, there is one disadvantage of this integration method which is that it has restrictions on data types and formats. This method does not perform checks on data types and formats making it vulnerable to data integrity issues.

Benefits of Integration:The main benefit of integrating Wealthbox CRM and Odoo ERP Self Hosted is that it reduces the time and cost of data entry which was earlier done manually by using excel sheets and other similar tops. It also reduces the chances of human error while entering data into multiple systems because now the same job can be done single system which makes it easier for the professionals as well as improves their efficiency. The integration also helps in reducing business process cycle times as these multiple systems cannot handle large vpumes of data at one time so this integration helps in reducing such bottlenecks as well as increasing productivity due to reduced time losses and manual errors. Another important benefit of integrating Wealthbox CRM and Odoo ERP Self Hosted is that it reduces operational costs as it reduces time loss and increases efficiency which reduces costs ultimately leading to increased profits for the organization. Integration also reduces management costs as it reduces dependency on multiple software due to which single point monitoring is possible for all business activity instead of monitoring multiple systems efficiently proving a reduction in management costs for the organization.

The process to integrate Wealthbox CRM 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.