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Get Started FreeTriggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when you update a Customer.
Triggers when a new document is parsed.
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Parse a document
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 document is parsed.
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Parse a document
Choose Odoo CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Parsio as the action app from the list.
Connect your Parsio account & authenticate it.
Select the data you want to send from Odoo CRM to Parsio & your AI Agent is ready!
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.
Data extraction tool that helps businesses extract any information from emails including order and customer details. The platform enables managers to highlight data required to extract and Parsio automatically processes all similar incoming emails.
The integration between Odoo CRM and Parsio 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 Parsio, 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-Parsio integration:
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