Integrating Autotask with Odoo CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Autotask and Odoo CRM
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Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
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.
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It's easy to connect Autotask + Odoo CRM without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Contract
Trigger when a new contract created.
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New Expense
Trigger when a new New expense created.
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New Expense Reports
Trigger when a new New expense reports created
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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New or Setup Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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New CustomerTriggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
- Actions
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Expense Report
Create Expense Report.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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Create Customer
Creates a customer.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
How Autotask & Odoo CRM Integrations Work
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Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Autotask to Odoo CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.