Tag active deals for targeted messaging

When a deal stage changes in Odoo ERP Self Hosted, automatically apply a strategic tag to the contact in Inbound Now to trigger tailored follow-up messages.

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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.

Inbound Now Explore Inbound Now →

Triggers

New lead captured

Fires when a new lead or contact is captured in Inbound Now.

Contact enters a workflow

Fires when a contact enters an automation in Inbound Now.

Contact updated

Fires when a field on a contact changes in Inbound Now.

Contact unsubscribed

Fires when a contact unsubscribes in Inbound Now.

Actions

Create or update a contact

Creates or updates a contact in Inbound Now.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Inbound Now.

Send a message

Sends an email or message to a contact via Inbound Now.

Apply or remove a tag

Changes a contact's tags in Inbound Now.

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.

Enroll new CRM leads in marketing campaigns When a new lead is created in Odoo ERP Self Hosted, automatically add them to an onboarding campaign in Inbound Now so they receive relevant marketing materials instantly. See details

Create sales contacts from marketing leads When a new lead is captured in Inbound Now, automatically create a matching contact record in Odoo ERP Self Hosted so your sales team can begin outreach. See details

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

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FAQ

Common questions

Can Knit build “Tag active deals for targeted messaging” between Inbound Now and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Inbound Now 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 do Odoo ERP Self Hosted and Inbound Now work together to nurture leads?

When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.

Will customer unsubscribe status sync across both tools?

Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Odoo ERP Self Hosted and Inbound Now to maintain compliance.