Thank you for your help!

I apologize for the long response time, I forwarded your message to my teammates and the topic went quiet for a while.

It turns out that your solution was so good and effective, and most importantly - easy to implement, that the team decided to transfer our entire company system to Odoo :)

They have been learning the software for a few months now.

There are also plans to launch Odoo as a heavily modified SaaS platform, we will soon start looking for collaborators to develop the platform. Would you like to help us with this? :)

Unfortunately, I do not have the right karma to write to you directly, how could we get in touch?

Hello Terremagenta,

To achieve this flow in Odoo, follow these simplified steps:

1. Create a Web Form:

• Build a form on your Odoo website where users fill in their name, surname, company name, product range, and project name.
• Use Odoo Studio or Website > Forms to create this form or you can do the same from backend.

2. Capture Data & Process It:

• Create a custom controller to handle the form submission, which captures the data and sends it to your old CRM for verification.

Example Controller:

from odoo import http
from odoo.http import request
import json

class WebsiteFormController(http.Controller):
    @http.route(['/submit_reseller_form'], type='http', auth="public", website=True)
    def submit_reseller_form(self, **post):
        data_to_crm = {
            'name': post.get('name'),
            'surname': post.get('surname'),
            'company_name': post.get('company_name'),
            'product_range': post.get('product_range'),
            'project_name': post.get('project_name')
        }
        response = self.send_data_to_crm(data_to_crm)
        if response.get('is_verified'):
            self.notify_boss(data_to_crm, "boss@example.com")
        return request.render('your_module.form_success_template')

    def send_data_to_crm(self, data):
        crm_api_url = "https://your-crm-url.com/verify_reseller"
        response = requests.post(crm_api_url, json=data)
        return response.json()

    def notify_boss(self, data, boss_email):
        template = request.env.ref('your_module.email_template_notify_boss')
        template.sudo().send_mail(request.uid, email_values={'email_to': boss_email})

3. Send Data to CRM:

• The controller sends the form data to your CRM (via API).
• Your CRM verifies if the user is a trusted reseller.

4. Notify the Boss:

• If the CRM verifies the reseller, send an email notification to the boss using an email template.

Example Email Template:

This approach simplifies the entire process. Let me know if it helps :)