Automation in the Odoo 17 ERP Studio Module
- 1. Automation in Odoo 17 Studio Module Enterprise
- 2. Introduction Enterprise Odoo allows you to define custom workflows for different business processes. You can automate the movement of documents and tasks from one stage to another based on predefined conditions.
- 3. Enterprise ● Let’s create an automation in the CRM Module ● Click on the ‘Automation’ option available in the stage settings and create a new automation
- 4. Enterprise
- 5. Enterprise ● We can specify which action should be triggered in this automation
- 6. Enterprise ● Choose the action to do when triggering the automation.
- 7. Enterprise ● We can add multiple actions to one automation
- 8. Enterprise ● Here we have first selected the welcome mail, ie. when the stage is set to ‘New’ a welcome mail gets sent to the customers ● After that a introduction call is scheduled ● Then the customer tag will be updated as the consulting services
- 9. Enterprise ● Let’s create a new opportunity to view the automation
- 10. Enterprise
- 11. Enterprise ● Let’s view another example. ● Move to the Sales module and click on the studio icon
- 12. Enterprise ● Select the ‘Automation’ option from the studio module
- 13. Enterprise ● And create a new automation as we created in the previous example
- 14. Enterprise ● We can add multiple actions to one automation
- 15. Enterprise ● Here, when the stage set to ‘New’ , a welcome mail will sent to the customer’s email ● After that a introduction call will be scheduled ● Then the customer tag will updated as the consulting services
- 16. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com