Octorate Odoo ERP Self Hosted

When new message in Octorate, sync it to Odoo ERP Self Hosted.

When a new message is received in Octorate, sync communication records to Odoo ERP Self Hosted.

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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.

Octorate Explore Octorate →

Triggers
New lease

Fires when a lease is created, starts or ends in Octorate.

New listing

Fires when a new property listing is added in Octorate.

New booking or transaction

Fires when a reservation, offer or transaction is created in Octorate.

Inspection updated

Fires when an inspection is scheduled, closed or cancelled in Octorate.

Actions
Create client or tenant

Adds a client, tenant or prospect in Octorate.

Create or update listing

Creates or updates a property listing in Octorate.

Create work order

Creates a maintenance task or work order in Octorate.

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 tenants from won deals When a deal is won in Odoo ERP Self Hosted, create a tenant in Octorate. See details
Log leases on contacts When a new lease is signed in Octorate, update the contact in Odoo ERP Self Hosted. See details
Share new listings with leads When a listing is added in Octorate, create a task in Odoo ERP Self Hosted for matching leads. See details

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

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FAQ

Common questions

Can Knit build “When new message in Octorate, sync it to Odoo ERP Self Hosted.” between Octorate and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Octorate 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 a CRM lead become a tenant?

Yes. When a deal is won in Odoo ERP Self Hosted, Octorate can create the client or tenant.

Do new leases update contacts?

When a lease is created in Octorate, the contact in Odoo ERP Self Hosted can be updated with the property and dates.

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