Generate project tasks when deals are won
When a deal is won in Odoo ERP Self Hosted, automatically create a project task in Aero Workflow to kick off client onboarding.
See all Aero Workflow + Odoo ERP Self Hosted integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Aero Workflow Explore Aero Workflow →
TriggersFires when a new task, job or item is created in Aero Workflow.
Fires when a task in Aero Workflow is marked complete.
Fires when a task's due date in Aero Workflow is coming up.
Fires when a task, job or project changes status in Aero Workflow.
Creates a new task, job or item in Aero Workflow.
Updates a task's status or assignee in Aero Workflow.
Posts a comment on a task in Aero Workflow.
Assigns a task in Aero Workflow to a team member.
Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →
TriggersFires when a new contact or lead is added to Odoo ERP Self Hosted.
Fires when a field on a contact changes in Odoo ERP Self Hosted.
Fires when a deal, case or record moves to a new stage in Odoo ERP Self Hosted.
Fires when a deal is marked won in Odoo ERP Self Hosted.
Creates or updates a contact in Odoo ERP Self Hosted.
Creates a new deal in Odoo ERP Self Hosted.
Moves a deal or record to a new stage in Odoo ERP Self Hosted.
Logs a call, email, or note against a record in Odoo ERP Self Hosted.
More Aero Workflow + Odoo ERP Self Hosted workflows
Update CRM deal stages when project tasks complete
When a milestone task is completed in Aero Workflow, automatically update the deal stage in Odoo ERP Self Hosted to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Aero Workflow, automatically log the activity in Odoo ERP Self Hosted on the customer record.
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See all Aero Workflow + Odoo ERP Self Hosted integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate project tasks when deals are won” between Aero Workflow and Odoo ERP Self Hosted?
Yes — describe it in the box above and Knit's Integrations Agent researches Aero Workflow and Odoo ERP Self Hosted's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Aero Workflow and Odoo ERP Self Hosted help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Odoo ERP Self Hosted automatically spin up project tasks?
Yes, when a deal is won or changes stages in Odoo ERP Self Hosted, you can instantly create initial project tasks in Aero Workflow.