STEP 1
Connect Clientify and Odoo
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clientify and Odoo Integration
Keep Clientify and Odoo in sync by integrating their events and actions. When crm events happen in Clientify, update the Odoo automatically - without any line of code in visual workflow builder.
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Learn about Clientify and Odoo
Detailed info you need to know about Clientify and Odoo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Odoo
Set up your Clientify and Odoo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Odoo nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clientify and Odoo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Odoo work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Odoo that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clientify triggersOdoo actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
Odoo modules
- Create AccountCreates a account via create.
- Create Any ModelCreates a record on any installed Odoo model.
- Create ApplicantCreates a applicant via create.
- Create AttachmentCreates a attachment via create.
- Create Bill of MaterialsCreates a bill of materials via create.
- Create CompanyCreates a company via create.
- Create ContractCreates a contract via create.
- Create CountryCreates a country via create.
- Create CRM TeamCreates a crm team via create.
- Create CurrencyCreates a currency via create.
- Create EmployeeCreates a employee via create.
- Create EventCreates a event via create.
- Create ExpenseCreates a expense via create.
- Create Helpdesk TicketCreates a helpdesk ticket via create.
- Create InventoryCreates a inventory via create.
- Create InvoiceCreates a invoice via create.
- Create JournalCreates a journal via create.
- Create LeadCreates a lead via create.
- Create LocationCreates a location via create.
- Create LotCreates a lot via create.
- Create Manufacturing OrderCreates a manufacturing order via create.
- Create PartnerCreates a partner via create.
- Create PaymentCreates a payment via create.
- Create PayslipCreates a payslip via create.
- Create PricelistCreates a pricelist via create.
- Create ProductCreates a product via create.
- Create Product CategoryCreates a product category via create.
- Create ProjectCreates a project via create.
- Create Purchase OrderCreates a purchase order via create.
- Create Sale OrderCreates a sale order via create.
- Create Stock MoveCreates a stock move via create.
- Create Stock PickingCreates a stock picking via create.
- Create TaskCreates a task via create.
- Create Time OffCreates a time off via create.
- Create Timesheet EntryCreates a timesheet entry via create.
- Create Unit of MeasureCreates a unit of measure via create.
- Create UserCreates a user via create.
- Create WarehouseCreates a warehouse via create.
- Delete AccountDeletes a account via the ORM unlink method.
- Delete Any ModelDeletes a record on any installed Odoo model via unlink.
- Delete ApplicantDeletes a applicant via the ORM unlink method.
- Delete AttachmentDeletes a attachment via the ORM unlink method.
- Delete Bill of MaterialsDeletes a bill of materials via the ORM unlink method.
- Delete CompanyDeletes a company via the ORM unlink method.
- Delete ContractDeletes a contract via the ORM unlink method.
- Delete CRM TeamDeletes a crm team via the ORM unlink method.
- Delete EmployeeDeletes a employee via the ORM unlink method.
- Delete EventDeletes a event via the ORM unlink method.
- Delete ExpenseDeletes a expense via the ORM unlink method.
- Delete Helpdesk TicketDeletes a helpdesk ticket via the ORM unlink method.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Odoo integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Odoo.
Connect your Clientify and Odoo accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clientify's "Watch Contacts" fires, WEXTL can "Create Account" in Odoo. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Odoo has 148 actions (including Create Account, Create Any Model, and Create Applicant). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clientify-to-Odoo automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clientify (or Odoo) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clientify + Odoo automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clientify and Odoo integration.
- Clientify and Odoo integration source code, module specs and credentials implementation.
- Our Clientify and Odoo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Odoo — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Clientify integration information
- Odoo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library