Tag active deals for targeted messaging
When a deal stage changes in Odoo ERP Self Hosted, automatically apply a strategic tag to the contact in Referral Rock to trigger tailored follow-up messages.
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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.
Referral Rock Explore Referral Rock →
TriggersFires when a new lead or contact is captured in Referral Rock.
Fires when a contact enters an automation in Referral Rock.
Fires when a field on a contact changes in Referral Rock.
Fires when a contact unsubscribes in Referral Rock.
Creates or updates a contact in Referral Rock.
Adds a contact to a workflow or campaign in Referral Rock.
Sends an email or message to a contact via Referral Rock.
Changes a contact's tags in Referral Rock.
Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →
TriggersFires when a new contact or lead is added to Odoo ERP Self Hosted.
Fires when a field on a contact changes in Odoo ERP Self Hosted.
Fires when a deal, case or record moves to a new stage in Odoo ERP Self Hosted.
Fires when a deal is marked won 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 or record to a new stage in Odoo ERP Self Hosted.
Logs a call, email, or note against a record in Odoo ERP Self Hosted.
More Referral Rock + Odoo ERP Self Hosted workflows
Enroll new CRM leads in marketing campaigns
When a new lead is created in Odoo ERP Self Hosted, automatically add them to an onboarding campaign in Referral Rock so they receive relevant marketing materials instantly.
See details
Create sales contacts from marketing leads
When a new lead is captured in Referral Rock, automatically create a matching contact record in Odoo ERP Self Hosted so your sales team can begin outreach.
See details
See all Referral Rock + Odoo ERP Self Hosted integrations → · Browse the full workflow library →
Common questions
Can Knit build “Tag active deals for targeted messaging” between Referral Rock and Odoo ERP Self Hosted?
Yes — describe it in the box above and Knit's Integrations Agent researches Referral Rock 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 do Odoo ERP Self Hosted and Referral Rock work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Odoo ERP Self Hosted and Referral Rock to maintain compliance.