Integrating SignNow with Odoo CRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between SignNow and Odoo CRM

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About SignNow

About SignNow SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

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.

Integrations for Odoo CRM
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Connect SignNow + Odoo CRM in easier way

It's easy to connect SignNow + Odoo CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Document Completed

    Triggers when all signers have filled in and signed the document.

  • Document Deleted

    Triggers when a document has been deleted.

  • Document Updated

    Triggers when a document has been updated

  • New Document

    Triggers when a document has been uploaded to SignNow.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Cancel Invite to Sign and Delete Document

    Revokes an invite to sign. Optionally can delete a document.

  • Invite to Sign

    Sends an email with the invite to sign a document.

  • Upload Document

    Uploads a new document.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How SignNow & Odoo CRM Integrations Work

  1. Step 1: Choose SignNow as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo CRM 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 SignNow to Odoo CRM.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 4:48 pm
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