Odoo CRM

Instantly adds a person or company record to your Odoo address book with name, email, phone, and company details.

Opens a new sales lead in Odoo CRM with source, salesperson assignment, and initial qualification data.

Permanently removes a contact record from Odoo, useful for GDPR erasure requests or deduplication cleanup.

Fetches the full record for a single Odoo contact by ID, returning all stored fields for downstream use.

Returns a filtered list of all contacts matching your query criteria — country, company, tag, or custom field.

Modifies any field on an existing Odoo contact — phone, stage, assigned salesperson, tags, or custom attributes.

Creates a record in any Odoo custom model — products, projects, purchase orders, or any module-specific object.

Removes a record from a custom Odoo model when it is no longer needed, such as a superseded product or cancelled order.

Retrieves a single record from any Odoo custom model by ID for inspection or use in a downstream step.

Lists all records from a custom Odoo model matching your filter — products, invoices, purchase orders, or any module object.

Modifies any field on an existing Odoo custom-model record — stage, quantity, price, owner, or custom attributes.

Attaches a timestamped internal note to any Odoo record — contact, opportunity, invoice, or order.

Removes a note from an Odoo record, typically used to clear test entries or retract incorrectly filed information.

Retrieves the content and metadata of a specific note from an Odoo record by note ID.

Returns every note attached to an Odoo record, ordered by date, for summarisation or audit.

Edits the body of an existing note on an Odoo record — useful for appending new information to a running thread.

Opens a qualified sales opportunity in Odoo CRM with pipeline stage, expected revenue, and probability.

Removes a sales opportunity from Odoo CRM when it is invalid, duplicated, or irreversibly lost.

Fetches all fields of a specific Odoo opportunity by ID — stage, revenue, contacts, and activity history.

Returns every opportunity in your Odoo pipeline matching stage, rep, expected-close, or custom filter criteria.

Modifies any field on an existing Odoo opportunity — stage, probability, revenue, close date, or assigned rep.

Fires the moment a new lead record is created in Odoo CRM, regardless of source — web form, direct entry, or API import.

Fires when a qualified sales opportunity is created in Odoo CRM, signalling that a lead has converted and pipeline work should begin.

Fires whenever any field on an Odoo contact record is modified — name, company, email, phone, tag, or custom attribute.

Fires each time an Odoo opportunity moves between pipeline stages, enabling stage-appropriate follow-up actions to execute automatically.

Fires when a new internal note is attached to any Odoo record — contact, opportunity, or custom object — enabling downstream reactions to in-CRM activity.

Fires when a follow-up activity — call, email, meeting, or reminder — is logged against any Odoo record, enabling preparation and notification flows.