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How Zapier works
Zapier makes it easy to integrate Dext with Odoo CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Dext and Odoo CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
ActionWrite - New Lead
Triggers on a new lead.
Try ItTriggerPolling
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Connect Dext and Odoo CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Dext + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Odoo CRM
How does Dext integrate with Odoo CRM?
Dext integrates with Odoo CRM through triggers and actions that allow you to automate workflows. You can set triggers in Dext, such as a new bill added, and define actions in Odoo CRM, like creating a new customer or updating an existing record.
What are the available triggers for integrating Dext with Odoo CRM?
Available triggers for integrating Dext with Odoo CRM include events like 'New Bill', 'New Receipt', or 'Updated Invoice' in Dext. These triggers can initiate various actions in your Odoo CRM system.
Can I create a new contact in Odoo CRM when a new receipt is scanned in Dext?
Yes, when a new receipt is scanned and entered in Dext, you can set up the integration to automatically create a new contact or update an existing contact's details in Odoo CRM.
Is it possible to update sales orders automatically in Odoo CRM via Dext integration?
Absolutely, you can configure actions such as updating sales orders or creating quotes in Odoo CRM based on specific triggers from Dext like when a bill is approved or rejected.
Are there any pre-requisites for integrating Dext with Odoo CRM?
To integrate Dext with Odoo CRM, ensure both platforms have the necessary permissions set up for API access. Familiarity with both systems' workflow customization is beneficial but not required.
How secure is the integration between Dext and Odoo CRM?
Our integration ensures data is securely transferred between Dext and Odoo CRM using encrypted connections. We follow industry-standard security protocols to keep your information safe.
What should I do if I encounter issues during the integration process?
If you experience any difficulties during setup or operation of the integration between Dext and Odoo CRM, check our support portal for troubleshooting guides or contact our support team for further assistance.
