Update CRM deal stages when project tasks complete

When a milestone task is completed in Oracle Primavera Cloud, automatically update the deal stage in Odoo to keep sales reps informed.

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.

Oracle Primavera Cloud Explore Oracle Primavera Cloud →

Triggers

New task created

Fires when a new task or card is created in Oracle Primavera Cloud.

Task completed

Fires when a task in Oracle Primavera Cloud is marked complete.

Due date approaching

Fires when a task's due date in Oracle Primavera Cloud is coming up.

Comment added

Fires when a comment is added to a task in Oracle Primavera Cloud.

Actions

Create task

Creates a new task in Oracle Primavera Cloud.

Update task

Updates a task's status or assignee in Oracle Primavera Cloud.

Add comment

Posts a comment on a task in Oracle Primavera Cloud.

Move task

Moves a task in Oracle Primavera Cloud to a different board or list.

Odoo Explore Odoo →

Triggers

New lead created

Fires when a new lead or contact is created in Odoo.

Deal stage changed

Fires when a deal moves to a new stage in Odoo.

Deal won

Fires when a deal is marked won in Odoo.

Contact updated

Fires when a field on a contact changes in Odoo.

Actions

Create or update contact

Creates or updates a contact in Odoo.

Create deal

Creates a new deal in Odoo.

Update deal stage

Moves a deal to a new stage in Odoo.

Log activity

Logs a call, email, or note against a record in Odoo.

Generate project tasks when deals are won When a deal is won in Odoo, automatically create a project task in Oracle Primavera Cloud 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 Oracle Primavera Cloud, automatically log the activity in Odoo on the customer record. See details

See all Oracle Primavera Cloud + Odoo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between Oracle Primavera Cloud and Odoo?

Yes — describe it in the box above and Knit's Integrations Agent researches Oracle Primavera Cloud and Odoo'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 Oracle Primavera Cloud and Odoo 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 automatically spin up project tasks?

Yes, when a deal is won or changes stages in Odoo, you can instantly create initial project tasks in Oracle Primavera Cloud.