Assign follow-up tasks when new leads arrive

When a new lead is created in Odoo ERP Self Hosted, automatically generate a review task in Spinify for the assigned account executive.

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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.

Spinify Explore Spinify →

Triggers

New post or update shared

Fires when a new post or update is shared in Spinify.

New comment or review

Fires when someone comments on or reviews an item in Spinify.

Task assigned

Fires when a task is assigned to someone in Spinify.

Actions

Create a post or update

Posts an update or announcement in Spinify.

Create a task

Creates a new task in Spinify.

Create a project or space

Creates a new project or workspace in Spinify.

Share a file or folder

Shares a file or folder in Spinify.

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.

Create onboarding projects for closed-won deals When a deal is marked as won in Odoo ERP Self Hosted, automatically create a dedicated project space in Spinify for customer onboarding. See details

Log deal activities from team feedback When a new comment or review is posted in Spinify, automatically log a note on the associated deal in Odoo ERP Self Hosted. See details

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

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FAQ

Common questions

Can Knit build “Assign follow-up tasks when new leads arrive” between Spinify and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Spinify 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 should sales teams connect Odoo ERP Self Hosted to Spinify?

Integrating Odoo ERP Self Hosted and Spinify ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.

Can updates made in Spinify sync back to customer deals in Odoo ERP Self Hosted?

Yes, when team members comment or share updates in Spinify, relevant deal stages or activities in Odoo ERP Self Hosted can be automatically updated.