Integrating Odoo CRM with PandaDoc by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Odoo CRM and PandaDoc
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Award Winning App Integration Platform
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
Integrations for PandaDocIt's easy to connect Odoo CRM + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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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.
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Document CompletedTriggers when a document is completed.
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Document Paid
Triggers when a document is paid.
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Document Sent
Triggers when a document is sent.
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Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- Actions
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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.
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Create Document
Creates a document from a templates.
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Send Document
Send a document.
How Odoo CRM & PandaDoc Integrations Work
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Step 1: Choose Odoo CRM 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 PandaDoc 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 Odoo CRM to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.