Export executive report when a high-value lead is created
When a new lead enters Odoo, automatically generate and export a detailed analytics report in eviivo to evaluate marketing campaign performance.
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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.
eviivo Explore eviivo →
TriggersFires when a new report or dashboard is created in eviivo.
Fires when a tracked metric in eviivo crosses a set threshold.
Fires when a scheduled report finishes generating in eviivo.
Creates or refreshes a dashboard in eviivo.
Exports a report from eviivo.
Sends an alert when a metric changes in eviivo.
Odoo Explore Odoo →
TriggersFires when a new lead or contact is created in Odoo.
Fires when a deal moves to a new stage in Odoo.
Fires when a deal is marked won in Odoo.
Fires when a field on a contact changes in Odoo.
Creates or updates a contact in Odoo.
Creates a new deal in Odoo.
Moves a deal to a new stage in Odoo.
Logs a call, email, or note against a record in Odoo.
More eviivo + Odoo workflows
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in eviivo, automatically log an activity in Odoo so account managers can respond promptly.
See details
Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Odoo, prompt eviivo to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
See details
See all eviivo + Odoo integrations → · Browse the full workflow library →
Common questions
Can Knit build “Export executive report when a high-value lead is created” between eviivo and Odoo?
Yes — describe it in the box above and Knit's Integrations Agent researches eviivo and Odoo'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 eviivo to Odoo help our sales team?
It automatically logs sales milestones into eviivo for real-time reporting and lets BI alerts update record details or log activities in Odoo when key thresholds are reached.
Can dashboard updates be automated when deals close in Odoo?
Yes, whenever key milestones like winning a deal occur in Odoo, eviivo can automatically refresh dashboards or export updated reports for leadership.