Chaport
Odoo
zapier

An automated workflow using zapier

Connects Chaport + Odoo

Create Odoo CRM leads from newly-finished Chaport chats

About this workflow template

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.

Diagram

Create Odoo CRM leads from newly-finished Chaport chats
Workflow diagram: Chaport + Odoo integration

How it works?

When this trigger fires in Chaport

Chaport

Chat Finished in Chaport

Triggers when chat is finished.

Then this action happens in Odoo

Odoo

Create Lead in Odoo

Creates a lead.

How to set up this workflow

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

Configure Applications

First, we need to connect Chaport and Odoo to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Chaport to Zapier.

    Connect Chaport to Zapier.

    Give Zapier access to your Chaport account, using Chaport credentials.

  • Connect Odoo to Zapier.

    Connect Odoo to Zapier.

    Give Zapier access to your Odoo account, using Odoo credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Chaport

    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

    Then set up an Action for Odoo

    Choose this action: Create Lead (Creates a lead.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Chaport and Odoo.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Odoo

    New lead

    Triggers on a new lead.

    zapier
    triggerbyzapier
  • Odoo

    Create lead

    Creates a lead.

    zapier
    actionbyzapier
  • Odoo

    Create a lead

    Creates a new lead.

    integromat
    actionbyintegromat
  • Odoo

    Delete a lead

    Deletes a Lead.

    integromat
    actionbyintegromat
  • Odoo

    Get a lead

    Gets a single lead by ID.

    integromat
    actionbyintegromat
  • Odoo

    Make an api call

    Performs an arbitary authorized API call.

    integromat
    actionbyintegromat
  • Chaport

    Chat finished

    Triggers when chat is finished.

    zapier
    triggerbyzapier
  • Chaport

    New chat started

    Triggers when chat is started.

    zapier
    triggerbyzapier
  • Chaport

    Visitor updated

    Triggers when visitor data is updated.

    zapier
    triggerbyzapier
  • Chaport

    Operators list

    This is internally used to fill operators dropdowns.

    zapier
    triggerbyzapier
  • Chaport

    Visitor deleted

    Triggers when visitor is deleted.

    zapier
    triggerbyzapier