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Book An AppointmentTriggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when you update a Customer.
Triggers when a new activity on a board is made.
Triggers when a new board is created.
Triggers when a new card type is defined for a board.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is added to a task.
Triggers when a new swimlane is created for a board.
Triggers when a new task is added.
Triggers when a new workflow stage is created for a board.
Triggers when a task is archived.
Triggers when a task is moved to another workflow stage or swimlane.
Triggers when a task is updated.
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Archives a specific task.
Completes an existing checklist item on a task.
Creates a new checklist item on a task.
Writes a new comment on a specific task.
Creates a new task on a specific board.
Deletes a checklist item from a task.
Deletes a specific task.
Moves a specific task between workflow stages and swimlanes.
Updates a task's name, description, due date or other details.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when you update a Customer.
Triggers when a new activity on a board is made.
Triggers when a new board is created.
Triggers when a new card type is defined for a board.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is added to a task.
Triggers when a new swimlane is created for a board.
Triggers when a new task is added.
Triggers when a new workflow stage is created for a board.
Triggers when a task is archived.
Triggers when a task is moved to another workflow stage or swimlane.
Triggers when a task is updated.
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Archives a specific task.
Completes an existing checklist item on a task.
Creates a new checklist item on a task.
Writes a new comment on a specific task.
Creates a new task on a specific board.
Deletes a checklist item from a task.
Deletes a specific task.
Moves a specific task between workflow stages and swimlanes.
Updates a task's name, description, due date or other details.
Choose Odoo CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select kanban Tool as the action app from the list.
Connect your kanban Tool account & authenticate it.
Select the data you want to send from Odoo CRM to kanban Tool & your AI Agent is ready!
New Lead/Opportunity
Archive task
New Lead/Opportunity
Move task
New Lead/Opportunity
Create checklist item
New Lead/Opportunity
Update task
New Lead/Opportunity
Delete checklist item
Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.
The integration between Odoo CRM and kanban Tool 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 Odoo CRM with kanban Tool, 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 Odoo CRM-kanban Tool integration:
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