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Odoo ERP Self Hosted + Freshservice Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Freshservice

About Odoo ERP Self Hosted

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.

About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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Connect Odoo ERP Self Hosted + Freshservice in easier way

It's easy to connect Odoo ERP Self Hosted + Freshservice without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

    Actions

How Odoo ERP Self Hosted & Freshservice Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo ERP Self Hosted with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshservice as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshservice with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo ERP Self Hosted and Freshservice

Odoo ERP Self Hosted and Freshservice are two open source cloud computing software. Odoo ERP Self Hosted is a business management software. It includes accounting, sales, marketing, CRM and e-commerce. Odoo ERP Self Hosted is used by many small and medium businesses. It is mainly used for financial management. Freshservice is a monitoring software used for monitoring the performance of website. Freshservice can also be used for managing applications.

Odoo ERP Self Hosted is a business management software. It includes accounting, sales, marketing, CRM and e-commerce. Odoo ERP Self Hosted provides a set of features which are useful in a business company. The features of Odoo ERP Self Hosted will be discussed below:

Accounting is one of the most important functions in a business company. Odoo ERP Self Hosted provides accounts receivable and accounts payable modules. The accounts receivable module helps in the management of invoice, credit note and debtors. The accounts payable module helps in the management of invoice, purchase order and suppliers. This module allows users to produce invoices with a few clicks. The accounting module also provides a general ledger and bank statement module. These modules help in the analysis of the financial structure of the company.

Sales is an important part of every business company. Odoo ERP Self Hosted provides a sales module which allows users to manage their sales activities and processes. The sales module provides features like quotes, orders, invoices, payments and statements. This module allows users to generate quotations and orders easily. This module also allows users to generate invoices on time. This module also has features like payment reminders and statements which help in the analysis of the financial structure of the company.

CRM stands for Customer Relationship Management. The main function of CRM is to manage relationship with customers. Odoo ERP Self Hosted provides a CRM module which helps in the management of relationships with customers. The CRM module provides features like leads, contact, account, opportunity, activity and sale. The leads feature helps in managing potential customers and convert them into real customers or sales leads. The contact feature helps in managing and storing the details of customers that are already existing in the system. The account feature helps in the creation of various accounts of customers that are already existing in the system or future customers. The opportunity feature helps in the creation of various opportunities for existing customers or future customers. The activity feature helps in tracking activities performed by the customer or sales person with respect to an opportunity or account. Finally, the sale feature helps in the tracking of sale made to a particular customer or account on a particular date or time period.

E-commerce is basically selling products online using the internet platform. Odoo ERP Self Hosted provides an e-commerce module which helps users to create their online store using this software. The e-commerce module provides features like catalogs, products, payment methods and checkout pages. The catalog feature allows users to create and maintain a list of products which are for sale on their website or store online. Products feature allows users to add new products on their website or online store at any time. Payment methods feature allows users to accept different kinds of payments like card payments, check payments and cash payments on their website or online store. Checkout pages feature allows users to accept different kinds of payments like card payments, check payments and cash payments on their website or online store on the checkout page itself.

Marketing is an important function in every business company or organization because it helps in attracting more customers towards your organization or company. Odoo ERP Self Hosted provides a marketing module through which users can manage their marketing activities easily. The marketing module provides features like campaigns, ads, banners, landing pages and newsletters. The campaigns feature allows users to create various campaigns which will be used for generating new business leads for their company from various sources like social media platforms or other websites or blogs etc. The ads feature allows users to create various advertisements through which they can promote their products or services on different social media platforms or other sources like blogs etc. The banners feature allows users to create various banner ads which will be displayed on different social media platforms or other sources like blogs etc. The landing pages feature allows users to create landing pages through which they can promote their products or services on different social media platforms or other sources like blogs etc. Finally, the newsletters feature allows users to create various newsletters through which they can send information regarding any kind of product or service available on their website or online store at any time to their customers or prospects via email at any time they want as well as on regular basis etc.

Freshservice is a monitoring software used for monitoring the performance of website. Freshservice can also be used for managing applications like Facebook page, Twitter account etc. Freshservice uses its own language called YAML (for configuration. and Ruby (for reporting. It has a web interface and comes with a command line top named freshcluster_ctl . It cplects data cplected through HTTP(s), TCP(s), UDP(s. protocps and then stores them into RRD files , MySQL database or Elasticsearch . Data cplected is visible through web interface . Web interface contains reports about server performance data cplected from servers monitored by Freshservice . Reports can be filtered based on certain time periods . Freshservice also has an API which allows querying data from monitored servers .

The process to integrate Odoo ERP Self Hosted and Freshservice may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.