Assign new sales leads when employees are hired

When a new employee is hired in Planday, automatically create or update contact assignments in Odoo ERP Self Hosted to distribute lead ownership smoothly.

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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.

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Triggers

New employee hired

Fires when a new employee is added in Planday.

Employee profile updated

Fires when a field on an employee's profile changes in Planday.

Employee terminated

Fires when an employee is offboarded in Planday.

Time-off request submitted

Fires when an employee requests time off in Planday.

Actions

Create employee record

Creates a new employee record in Planday.

Update employee record

Updates a field on an employee's record in Planday.

Sync employee status

Syncs an employee's active/terminated status in Planday.

Approve or deny time off

Approves or denies a time-off request in Planday.

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.

Update deal ownership when sales reps offboard When an employee is terminated in Planday, automatically update deal stages or reassign opportunities in Odoo ERP Self Hosted so pipeline continuity isn't lost. See details

Update employee records upon winning key sales deals When a deal is won in Odoo ERP Self Hosted, automatically update employee records in Planday to reflect sales performance metrics and incentive milestones. See details

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

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FAQ

Common questions

Can Knit build “Assign new sales leads when employees are hired” between Planday and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Planday 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.

Why connect Odoo ERP Self Hosted with Planday?

Connecting HR and CRM data ensures seamless transitions during staff onboarding or departures by maintaining accurate lead ownership and pipeline continuity.

What happens in Odoo ERP Self Hosted when an employee departs in Planday?

Terminating an employee profile in Planday can automatically update deal management records and contact assignments in Odoo ERP Self Hosted.