Odoo integration
Open source all-in-one management software. Use Odoo from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 7 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Odoo
Create company - AndCreate contact
Zoft + Odoo
What Zoft can do with Odoo.
- 01Voice agentsA phone agent can use Odoo actions such as Create company and Create contact during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Odoo while it talks to the customer.
- 03WorkflowsUse Odoo as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Odoo actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in Odoo.
- Custom Search and read recordsRecords can be listed and filtered
- Get contactsGet contacts on Odoo
- Custom Create RecordCreate a new record in the specified model
- Custom Update RecordUpdate an existing record in the specified model
- Create companyCreate/Update company on Odoo
- Create contactCreate/Update contact on Odoo
- Custom API CallMake a custom XML-RPC API call to Odoo
Setup
Connect Odoo in three steps.
- 01ConnectChoose Odoo in Connections and enter the account details Odoo asks for, such as a store name or token.
- 02Put it to workAdd Odoo as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Odoo on Zoft, answered.
What can Zoft do with Odoo?
Zoft supports 7 actions for Odoo. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Odoo to Zoft?
Choose Odoo in Connections and enter the account details Odoo asks for, such as a store name or token.
Can a voice agent or chat agent use Odoo?
Yes. Once Odoo is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Odoo without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.