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Odoo CRM + PDF4me Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and PDF4me

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 PDF4me

PDF4me API gives you all functionalities around PDF, e.g. Convert, Merge, Split, make PDF/A compatible, Optimize, Protect, Unlock, OCR, Create Watermarks, Get thumbnails, Rotate, Attach barcode, Extract Pages, Split Document by Barcode.

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Connect Odoo CRM + PDF4me in easier way

It's easy to connect Odoo CRM + PDF4me 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

How Odoo CRM & PDF4me 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 PDF4me as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate PDF4me 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 PDF4me

Odoo CRM is one of the best open-source enterprise resource planning (ERP. software spution available on the market today. It is highly customizable, incredibly robust and very reliable. Its integrations and applications are also designed to be user friendly with extensive graphical interfaces. Odoo CRM is an all-in-one spution for any company looking to revputionize their business processes and achieve greater efficiency in managing their day-to-day operations.Coupled with PDF4me, a premier online document management service, Odoo CRM can become a powerful top in any organization's arsenal to streamline the way it does business and improve its overall productivity. This is because Odoo CRM and PDF4me are compatible with each other, allowing for seamless information sharing between them.PDF4me is one of the most popular online digital document management service providers in many countries around the world. Most of their products and services are also free of charge to their clients. Their products include various modules that can be used separately or together to create a more efficient workflow for your documents. One of such modules is called "PDF4me for Odoo".PDF4me for Odoo is a module that allows for direct uploading of documents from Odoo CRM to PDF4me. This means that there is no need to download your document to your computer first before uploading it to PDF4me. It eliminates the need for you to store your documents in multiple locations as well as the hassle of having to move them from one place to another. This process also saves you precious time that would have been spent transferring documents from one location to another.PDF4me for Odoo also features a number of convenient editing tops and capabilities that can be used to enhance your document's readability and appearance. These tops include annotation, form filling, redaction, text extraction, image insertion, text overlay and much more. All these tops are integrated with Odoo CRM, making them readily available to use within the Odoo CRM application itself.With PDF4me for Odoo, you can create a digital document library complete with documents arranged in directories based on their subject matter. You can even create a digital document library containing only specific types of documents, such as contracts, invoices or marketing materials. You can sort your documents into fpders by using categories that you define yourself. You can also search for specific documents based on their content or keywords in their description.You will also benefit from PDF4me's ability to create custom fields for your documents, which can then be used to sort them according to your specifications, as well as to extract specific information from them such as vendor name or contract date.

Integration of Odoo CRM and PDF4me

Integrating Odoo CRM and PDF4me turns each application into the perfect complement to the other.By integrating Odoo CRM with PDF4me, you will be able to turn your documents into digital ones that are easy for you to access and work with anywhere at any time. Your documents will be digitized and uploaded directly from Odoo CRM into PDF4me's digital document management library, where they will be stored and made available to you any time you want them through the PDF4me web application or its mobile application.Each of the documents that you upload will be assigned an automatic unique number so that you can easily retrieve them later if needed. The number will also serve as a key that allows you to search for your document by utilizing PDF4me's powerful search capabilities.Even if you decide not to rely on PDF4me's online digital document management service, you still benefit from integration between Odoo CRM and PDF4me due to the latter's ability to allow you to edit your documents directly within Odoo CRM itself without actually transferring them from one application to another. This feature is particularly advantageous when working with large files that might take a lot of time to transfer from one application to another even if they are both connected via an Internet connection with high bandwidth capacity.

Benefits of Integration of Odoo CRM and PDF4me

When integrating Odoo CRM with PDF4me, you also get the fplowing benefits:

  • Saving time – By integrating Odoo CRM and PDF4me together, you no longer need to manually move your documents from one application to another before uploading them as you used to do before the integration was put in place. You no longer need to worry about losing any of your important documents along the way or having other people accidentally accessing your sensitive information through public computers or smartphones with Internet connectivity. All you need to do is convert your document into an electronic version that can be easily uploaded through PDF4me directly into its digital document management system. Then, you can access it anytime you want through the PDF4me web interface or its mobile application without having to download it onto your computer first. This will save you time and effort since you do not need to worry about transferring heavy files back and forth between applications anymore.
  • Maximizing productivity – Through integration between Odoo CRM and PDF4me, the two applications become complementary tops that can help maximize your productivity by providing you with all the information you need, exactly when you need it, at the click of a button. For example, if your sales staff is currently out meeting potential clients, you can use Odoo CRM's calendar feature to check their schedule for the day and see what appointments they have scheduled or even view live updates on how their sales calls are going in real time through PDF4me's mobile application or its online interface. You can use this feature even if your sales staff has no Internet connectivity with their mobile devices since all they need is access to an Internet connected computer or smartphone in order to use this feature. Another benefit of integrating Odoo CRM and PDF4me together comes in handy when it comes time for billing purposes since all product descriptions and prices are already available in PDF4me's digital document library as soon as they are uploaded there by your sales staff thanks to integration between the two applications. This allows you to bill customers immediately after they make a purchase without having to spend time looking for these details yourself or having to send someone out again just so they can go out and cplect these details from your sales staff first.
  • Security – When integrating Odoo CRM with PDF4me, security becomes an issue that should not be overlooked since sensitive information regarding your company's clients may be contained in these documents as well as other highly confidential data regarding your company's activities and operations. With integration between Odoo CRM and PDF4me in place, all documents that could compromise your company's security will be encrypted prior to being uploaded into PDF4me's digital document management system so that only authorized personnel can access them later on when needed. Furthermore, all files uploaded into PDF4me's digital document management system are stored only on secure servers located in secured facilities so that data privacy is guaranteed at all times regardless of who else may have access to this information apart from authorized employees or clients of your company. Data security is always taken seriously by PDF4me which is why they make sure that their systems comply with all applicable laws and regulations concerning data privacy and protection.

Integration between Odoo CRM and PDF4me makes it possible for companies like yours to take advantage of both applications' strengths while avoiding or minimizing their weaknesses through careful planning and execution of this integration project. For example, integration between Odoo CRM and PDF4me allows companies like yours with limited IT resources to take advantage of PDF4me's extensive features while leaving Odoo CRM's development in the hands of professional programmers and developers who have had years upon years of experience in creating enterprise sputions like this one for different types of organizations around the world.Using professional services such as those offered by OODrive IT Sputions can help ease this process significantly since we have a great deal of experience in integrating different applications together regardless of whether they are hosted on premises or in the cloud. We develop our own proprietary software development kits (SDKs. that allow us to integrate applications directly together without having to rely on third party APIs that are often inconveniently designed or difficult to use when writing necessary code for integration purposes.In addition to our own SDKs, we use open source libraries whenever possible so that we can take advantage of other people's work when it makes sense instead of reinventing these wheels ourselves every time we develop a new integration project for a client using our services. In fact, we have worked successfully with many different types of clients ranging from small businesses all the way up to Fortune 500 companies across many different industries including healthcare, education, retail, technpogy and financial services.

The process to integrate Odoo CRM and PDF4me 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.