Odoo ERP Self Hosted + CASEpeer Integrations

See the kind of workflows teams build with Odoo ERP Self Hosted and CASEpeer below — describe the exact one you want above and the Agent builds it on demand.

Odoo ERP Self Hosted + CASEpeer Create or update customer records in Odoo ERP Self Hosted when a new lead is added in CASEpeer. See details

Sync newly created leads across CRM platforms When a new lead is captured in Odoo ERP Self Hosted, automatically create or update the matching contact in CASEpeer to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in CASEpeer, update the corresponding opportunity stage in Odoo ERP Self Hosted for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Odoo ERP Self Hosted, log a status update activity on the corresponding account record in CASEpeer. See details

Browse the full workflow library →

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Triggers & actions for Odoo ERP Self Hosted and CASEpeer

Everything Odoo ERP Self Hosted and CASEpeer can do inside a workflow — the triggers that start one and the actions that run when it fires.

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Odoo ERP Self Hosted is an open-source enterprise resource planning suite covering sales CRM, inventory, accounting, and business operational management.

Triggers

New Database

Triggers when you add a new database.

New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

New Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

New Module

Triggers when you add a new model.

New Note

Triggers when you add a new Note. You will need to have the Note module installed.

New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.

Actions

Create Calendar Event

Create a new Calendar Event.

Create Lead/Opportunity

Create a new Lead/Opportunity.

Create Note

Create a new Note.

Create Product

Create a new Product.

Create Record

Create a new record in a model of your choice.

Create Project Task

Create a new Project Task.

CASEpeer Explore CASEpeer →

CASEpeer is a practice management and CRM software designed specifically for personal injury law firms to manage legal cases and clients.

Triggers

Case Status Change

Triggers when a case changes status.

Received Client Text Message

Triggers when a client sends a text message.

New Case

Triggers when a new case is created.

New Lead

Triggers when a new lead is captured.

Actions

Create Case

Creating a case action

Create Case Note

Create a case note on the specified case

Create Case Task

Creates a case task

Create Lead

Creating a lead action

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