Advanced Use Cases: Automated Actions

  • Case scenario 1: when a Belgian lead is created, a 3-stars priority should be automatically applied.

Under Automations, click on Create and set the following rules:

  • Model: Lead/Opportunity

  • Active: On

  • Trigger: On Creation & Update

  • Apply on: Country > Country Name = Belgium

  • Action To Do: Update the Record

  • Data to Write: Lead/Opportunity > Value > 3

View of an automated action that sets a high priority to Belgian leads in Odoo Studio


Check this doc in order to have another automated action example.