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Book An AppointmentTriggers when a new team is created.
Triggers when a new user is created.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new ticket.You need to install the helpdesk module.
Triggers when you add a new User. You will need to have the Users module installed.
Triggers when you add a update Product. You will need to have the ECommerce module installed.
Creates a Team.
Creates a User
Create a blog post
Create a new Invoice.
Create a new Note.
Create a new Project Task.
Update a existing Ticket
Triggers when a new team is created.
Triggers when a new user is created.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new ticket.You need to install the helpdesk module.
Triggers when you add a new User. You will need to have the Users module installed.
Triggers when you add a update Product. You will need to have the ECommerce module installed.
Creates a Team.
Creates a User
Create a blog post
Create a new Invoice.
Create a new Note.
Create a new Project Task.
Update a existing Ticket
Choose ClicData as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Odoo ERP Self Hosted as the action app from the list.
Connect your Odoo ERP Self Hosted account & authenticate it.
Select the data you want to send from ClicData to Odoo ERP Self Hosted & your AI Agent is ready!
ClicData is a cloud-based business intelligence platform that enables users to create dashboards and reports from various data sources, facilitating data visualization, analysis, and collaboration for informed decision-making.
Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
The integration between ClicData and Odoo ERP Self Hosted is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating ClicData with Odoo ERP Self Hosted, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the ClicData-Odoo ERP Self Hosted integration:
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