Create leads/opportunities in Odoo from newly processed Harold documents.

When a document is processed in Harold, create a lead or opportunity in Odoo ERP Self Hosted with extracted document details.

Try:

See all Harold + Odoo ERP Self Hosted integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Harold Explore Harold →

Triggers

Data extracted from a document

Fires when Harold finishes extracting data from a document such as an invoice, receipt, form or resume.

Actions

Send a document for extraction

Posts a file to Harold to be parsed.

Extract structured data from a file

Runs an extraction template in Harold against a document.

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Triggers

New contact or lead

Fires when a new contact or lead is added to Odoo ERP Self Hosted.

Contact updated

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

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Odoo ERP Self Hosted.

Deal won

Fires when a deal is marked won 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 record stage

Moves a deal or record 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.

Create contacts from parsed document data When data is extracted from a document in Harold, Odoo ERP Self Hosted automatically creates or updates the contact profile with the extracted information. See details

Extract contract details when deal stages advance When a deal stage changed in Odoo ERP Self Hosted, Harold automatically receives attached agreement files to extract structured financial and terms data. See details

Log activity and update deals when key documents are processed When structured data is extracted from a file in Harold, Odoo ERP Self Hosted automatically updates the corresponding deal stage and logs an activity in the timeline. See details

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

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Create leads/opportunities in Odoo from newly processed Harold documents.” between Harold and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Harold 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 integrating Harold with Odoo ERP Self Hosted help sales teams?

It converts unstructured files like client forms and signed contracts into structured fields in Odoo ERP Self Hosted, automatically updating contacts and deal stages.

Can CRM changes automatically kick off document extraction?

Yes, when a new lead is created or a deal stage changes in Odoo ERP Self Hosted, connected documents can be sent to Harold for automated parsing.