Dispatch text confirmations on won deals

When a deal is won in Odoo ERP Self Hosted, send an automated SMS via Nextiva to confirm details with the client.

Try:

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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.

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.

Nextiva Explore Nextiva →

Triggers

New inbound SMS

Fires when a new text message is received in Nextiva.

New call

Fires when a new call comes in or out through Nextiva.

Missed call

Fires when a call is missed in Nextiva.

Call recording ready

Fires when a call recording finishes processing in Nextiva.

Actions

Send an SMS or MMS

Sends a text message through Nextiva.

Place an outbound call

Starts an outbound call via Nextiva.

Create or update a contact

Creates or updates a contact in Nextiva.

Send a voice message

Sends a recorded voice message via Nextiva.

Send text messages to newly created leads When a new lead is created in Odoo ERP Self Hosted, automatically send a welcome SMS via Nextiva to establish immediate contact. See details

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Nextiva, automatically log the activity on the contact's record in Odoo ERP Self Hosted. See details

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

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FAQ

Common questions

Can Knit build “Dispatch text confirmations on won deals” between Odoo ERP Self Hosted and Nextiva?

Yes — describe it in the box above and Knit's Integrations Agent researches Odoo ERP Self Hosted and Nextiva'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 connecting Odoo ERP Self Hosted and Nextiva help track phone communications?

Inbound calls, text messages, and missed calls handled in Nextiva can automatically log activities or update lead profiles directly inside Odoo ERP Self Hosted.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Odoo ERP Self Hosted can prompt Nextiva to send an automated SMS confirmation or message to the client.