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Question

How can I trigger a Zap only when Odoo CRM opportunity reaches a certain stage

  • June 25, 2024
  • 1 reply
  • 36 views

I have a zap running (Odoo ERP Self Hosted) which runs when a new lead/opportunity is created.

  • I have a filter: ‘only continue if’ stage value = Won
  • But if Zapier only collects the lead/opportunity data when they are ‘new’, they are never going to be at the ‘Won’ stage.

Is there a way to check Odoo for updates on existing leads/opportunities?

I need this as I am sending offline conversion data to our Google Adwords account.

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • June 25, 2024

Hi @Hamish E 

You may have to try asking Odoo Support for possible guidance on how to configure that.

It may involve webhooks or the Odoo API.