Store signed proposals when deals are won
When a sales representative marks a deal won in Odoo ERP Self Hosted, automatically share the corresponding onboarding folder in Orca Scan with the customer success team.
See all Orca Scan + Odoo ERP Self Hosted 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.
Orca Scan Explore Orca Scan →
TriggersFires when a new file is uploaded to Orca Scan.
Fires when a file in Orca Scan is shared with someone new.
Fires when a folder's contents change in Orca Scan.
Uploads a file to Orca Scan.
Creates a new folder in Orca Scan.
Shares a file from Orca Scan with a link or user.
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.
More Orca Scan + Odoo ERP Self Hosted workflows
Build dedicated customer folders for new deals
When a deal reaches a new stage in Odoo ERP Self Hosted, automatically create a dedicated folder in Orca Scan to organize contracts, briefs, and client collateral.
See details
Log client file updates directly to pipeline activities
When a client uploads a new document in Orca Scan, automatically log an activity note on the matching account in Odoo ERP Self Hosted so account managers stay informed.
See details
See all Orca Scan + Odoo ERP Self Hosted integrations → · Browse the full workflow library →
Common questions
Can Knit build “Store signed proposals when deals are won” between Orca Scan and Odoo ERP Self Hosted?
Yes — describe it in the box above and Knit's Integrations Agent researches Orca Scan 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.
How does integrating Orca Scan with Odoo ERP Self Hosted streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in Orca Scan directly to deal records in Odoo ERP Self Hosted, saving reps time and keeping files organized.
Can changes in customer details in Odoo ERP Self Hosted update our file storage in Orca Scan?
Yes, when deal stages change or leads are created in Odoo ERP Self Hosted, project folders can be created or updated automatically in Orca Scan.