Assign identity security roles when deals are won

When a deal is marked won in Odoo, automatically assign enhanced product or portal access roles to the client in Xama Hub.

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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.

Xama Hub Explore Xama Hub →

Triggers

New user created

Fires when a new user account is created in Xama Hub.

New security event

Fires when a new security or access event is logged in Xama Hub.

Check completed

Fires when a scan, verification or risk check finishes in Xama Hub.

Actions

Create user

Creates a new user account in Xama Hub.

Deactivate user

Deactivates a user's access in Xama Hub.

Run a check

Runs a verification, fraud or risk check on a record in Xama Hub.

Odoo Explore Odoo →

Triggers

New contact or lead

Fires when a new contact or lead is added to Odoo.

Contact updated

Fires when a field on a contact changes in Odoo.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Odoo.

Deal won

Fires when a deal is marked won in Odoo.

Actions

Create or update contact

Creates or updates a contact in Odoo.

Create deal

Creates a new deal in Odoo.

Update record stage

Moves a deal or record to a new stage in Odoo.

Log activity

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

Provision CRM access for new identity users When a new user is created in Xama Hub, automatically create or update a corresponding team contact in Odoo with appropriate permissions. See details

Log security events as CRM activity When a security event is detected for an account in Xama Hub, automatically log an activity in Odoo so account managers are aware of potential security alerts. See details

See all Xama Hub + Odoo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Assign identity security roles when deals are won” between Xama Hub and Odoo?

Yes — describe it in the box above and Knit's Integrations Agent researches Xama Hub 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 Xama Hub and Odoo improve sales team onboarding?

When a new employee account is provisioned in Xama Hub, Odoo can automatically create or update the user contact profile and grant CRM access permissions.

Can identity security events alter CRM access?

Yes, if a security event occurs or a user is deactivated in Xama Hub, their CRM permissions in Odoo can be revoked immediately to protect sensitive client data.