Build client onboarding hubs for won deals

When a deal is won in Odoo ERP Self Hosted, automatically create a page from a template in Hostify to house client handoff and onboarding materials.

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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.

Hostify Explore Hostify →

Triggers

New page created

Fires when a new page or doc is created in Hostify.

Record added

Fires when a new record is added to a database or table in Hostify.

Doc published

Fires when a doc in Hostify is published or shared.

Status changed

Fires when a status field changes on a record in Hostify.

Actions

Create page from template

Starts a new page in Hostify from a saved template.

Add or update record

Creates or updates a record in Hostify.

Append text

Adds text to the end of an existing doc in Hostify.

Move page

Moves a page in Hostify into a different space.

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.

Log meeting summary documents to contact timelines When a document is published in Hostify, automatically log an activity on the corresponding contact in Odoo ERP Self Hosted so sales reps stay updated. See details

Sync document statuses with sales deal stages When a deal stage changed in Odoo ERP Self Hosted, automatically update the matching project record status in Hostify to keep cross-functional teams informed. See details

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

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FAQ

Common questions

Can Knit build “Build client onboarding hubs for won deals” between Hostify and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Hostify 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.

Can closing a deal automatically spin up an onboarding document?

Yes, winning a deal in Odoo ERP Self Hosted can automatically create a client onboarding hub from a template in Hostify.

How can published client docs update our sales records?

Publishing research notes or customer documents in Hostify can automatically log activities on contact profiles in Odoo ERP Self Hosted.