Update CRM deal stages when project tasks complete
When a milestone task is completed in Userback, automatically update the deal stage in Odoo ERP Self Hosted to keep sales reps informed.
See all Odoo ERP Self Hosted + Userback integrations or talk to a human
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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 →
TriggersFires when a new lead or contact is created in Odoo ERP Self Hosted.
Fires when a deal moves to a new stage in Odoo ERP Self Hosted.
Fires when a deal is marked won in Odoo ERP Self Hosted.
Fires when a field on a contact changes in Odoo ERP Self Hosted.
Creates or updates a contact in Odoo ERP Self Hosted.
Creates a new deal in Odoo ERP Self Hosted.
Moves a deal to a new stage in Odoo ERP Self Hosted.
Logs a call, email, or note against a record in Odoo ERP Self Hosted.
Userback Explore Userback →
TriggersFires when a new task or card is created in Userback.
Fires when a task in Userback is marked complete.
Fires when a task's due date in Userback is coming up.
Fires when a comment is added to a task in Userback.
Creates a new task in Userback.
Updates a task's status or assignee in Userback.
Posts a comment on a task in Userback.
Moves a task in Userback to a different board or list.
More Odoo ERP Self Hosted + Userback workflows
Generate project tasks when deals are won
When a deal is won in Odoo ERP Self Hosted, automatically create a project task in Userback to kick off client onboarding.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Userback, automatically log the activity in Odoo ERP Self Hosted on the customer record.
See details
See all Odoo ERP Self Hosted + Userback integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update CRM deal stages when project tasks complete” between Odoo ERP Self Hosted and Userback?
Yes — describe it in the box above and Knit's Integrations Agent researches Odoo ERP Self Hosted and Userback'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 Userback and Odoo ERP Self Hosted help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Odoo ERP Self Hosted automatically spin up project tasks?
Yes, when a deal is won or changes stages in Odoo ERP Self Hosted, you can instantly create initial project tasks in Userback.