Sync client records between systems

When contact details are updated in Odoo ERP Self Hosted, automatically sync the customer record in Aero Workflow to maintain clean billing profiles.

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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 →

Triggers

New invoice created

Fires when a new invoice is created in Aero Workflow.

Payment received

Fires when a payment is recorded in Aero Workflow.

Invoice overdue

Fires when an invoice in Aero Workflow passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Aero Workflow.

Actions

Create invoice

Creates a new invoice in Aero Workflow.

Record payment

Records a payment against an invoice in Aero Workflow.

Create expense

Creates a new expense entry in Aero Workflow.

Sync customer record

Syncs a customer's billing record in Aero Workflow.

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Triggers

New lead created

Fires when a new lead or contact is created in Odoo ERP Self Hosted.

Deal stage changed

Fires when a deal moves to a new stage in Odoo ERP Self Hosted.

Deal won

Fires when a deal is marked won in Odoo ERP Self Hosted.

Contact updated

Fires when a field on a contact changes in Odoo ERP Self Hosted.

Actions

Create or update contact

Creates or updates a contact in Odoo ERP Self Hosted.

Create deal

Creates a new deal in Odoo ERP Self Hosted.

Update deal stage

Moves a deal to a new stage in Odoo ERP Self Hosted.

Log activity

Logs a call, email, or note against a record in Odoo ERP Self Hosted.

Turn closed deals into client invoices When a deal is marked won in Odoo ERP Self Hosted, automatically create an invoice in Aero Workflow so billing can start without delay. See details

Update deal status when payments arrive When a payment is received in Aero Workflow, automatically update the deal stage in Odoo ERP Self Hosted to keep sales reps informed of account standing. See details

See all Aero Workflow + Odoo ERP Self Hosted integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync client records between systems” 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 linking Aero Workflow and Odoo ERP Self Hosted streamline the sales-to-finance handoff?

Closing a deal in Odoo ERP Self Hosted can instantly create an invoice in Aero Workflow, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Aero Workflow update deal stages in Odoo ERP Self Hosted?

Yes, when a customer settles an invoice in Aero Workflow, the corresponding deal stage in Odoo ERP Self Hosted can automatically update to reflect a completed transaction.