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Odoo CRM + Plaid Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Odoo CRM + Plaid

  • Odoo CRM Gmail

    Odoo CRM + Gmail

    Create Draft to Gmail from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Gmail Create Draft
  • Odoo CRM Gmail

    Odoo CRM + Gmail

    Send Email in Gmail when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Gmail Send Email
  • Odoo CRM Gmail

    Odoo CRM + Gmail

    Create Label to Gmail from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Gmail Create Label
  • Odoo CRM Google Sheets

    Odoo CRM + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Odoo CRM Google Sheets

    Odoo CRM + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Odoo CRM + Plaid in easier way

It's easy to connect Odoo CRM + Plaid 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 Item

    Triggers when a new item is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create payment recipient

    Create a new payment recipient

How Odoo CRM & Plaid Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo CRM to Plaid.

    (2 minutes)

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