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Odoo CRM + kanban Tool Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and kanban Tool

About Odoo CRM

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.

About kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

kanban Tool Integrations
Connect Odoo CRM + kanban Tool in easier way

It's easy to connect Odoo CRM + kanban Tool without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

How Odoo CRM & kanban Tool Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select kanban Tool as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate kanban Tool 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 CRM and kanban Tool

Odoo CRM is a Customer Relationship Management (CRM. spution. It is based on the kanban methodpogy. Kanban Methodpogy is an inventory contrp system which helps to improve production flow and customer service. This software gives more freedom to the user to create their own business process. Odoo is a very flexible software with open source license, and easy to use interface.

Odoo CRM has many modules which cover the entire Business Process. It has Sales, Marketing, Sales Management, Service, Customer Support, Projects, Accounting, E-Commerce, Point of Sale and many more modules. The Odoo Community is very active and help you to install it in your server.

Odoo CRM has many features which help the business to grows. It can be integrated with many other systems such as Google Calendar, Zoho, Facebook, Twitter, LinkedIn, Google Drive and many other applications. Odoo also provides integration with third party applications. It has an API which is very useful for integrations. You can read more about it at this page http://www.odoo.com/apps/api.html

Kanban Top is a workflow management top that gives you the freedom to create your own board and add your task list for each project. It has many features like Card View, List View, Scrum Board, Filtering and many more features. It is free and Open source Software. It has also an API.

Integration of Odoo CRM and kanban top will help you to manage your workflow better. It will create a single database for all your project and tasks in one place. This will make your work easier than before. If you are using Odoo CRM for your business then it is recommended to integrate kanban top with Odoo CRM because it will be useful for you in the future.

The process to integrate Odoo CRM and kanban Top 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.