This automation scenario allows you to connect Chaport and Odoo
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Chaport
Triggers when chat is finished.
Then this action happens in Odoo
Creates a lead.
This guide contains information on how to set up an automatic workflow that allows to Create Odoo CRM leads from newly-finished Chaport chats.
Part I
First, we need to connect Chaport and Odoo to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Chaport to Zapier.
Give Zapier access to your Chaport account, using Chaport credentials.
Connect Odoo to Zapier.
Give Zapier access to your Odoo account, using Odoo credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Chaport
Choose the following trigger: Chat Finished (Triggers when chat is finished.).
Then set up an Action for Odoo
Choose this action: Create Lead (Creates a lead.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Chaport and Odoo.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Odoo CRM leads from newly-finished Chaport chats!
Triggers on a new lead.
Creates a lead.
Creates a new lead.
Deletes a Lead.
Gets a single lead by ID.
Performs an arbitary authorized API call.
Triggers when chat is finished.
Triggers when chat is started.
Triggers when visitor data is updated.
This is internally used to fill operators dropdowns.
Triggers when visitor is deleted.
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